BP

BOSTON PRIVATE BANK & TRUST CO

13F
BOSTON PRIVATE BANK & TRUST CO
Last update 2015-04-09 1052 Stocks (23 new)
Value $2.15 Bil Turnover 5 %
Countries:
Top Holdings:
Portfolio Report

BOSTON PRIVATE BANK & TRUST CO Profile

Boston Private Bank & Trust Co is an investment management and banking services firm based out of Boston, Massachusetts. The company was originally established in 1983 as the Trust Management Bank and would change its incorporated name to its current Boston Private Bank & Trust in 1986. Boston Private Bank & Trust currently operates as a subsidiary of Boston Private Financial Holdings, Inc. The company has expanded its operations to now have 34 total offices located in Massachusetts, California, Florida, Wisconsin, Georgia and Texas and offers a wide variety of services including cash management products and services, wealth advisory and planning, trust administration, specialty asset management, estate and trust settlement, commercial lending services, and a variety of community investment services, among many other services. Boston Private Bank & Trust Co believes in “establishing a close personal relationship with each client in order to provide a sound, custom approach” for each of its client’s needs. The company conducts its research internally and externally, allocating its assets across a wide variety of sectors. Boston Private Bank & Trust Co invests most heavily in the finance sector, which alone makes up a fifth of the firm’s total asset allocations, and also invests in the information technology, health care, of which the previous two make up over a sixth of the firm’s total allocations, consumer staples, consumer discretionary, energy, and industrials sectors, among other sectors to a lesser degree, in order of decreasing allocation. Boston Private Bank & Trust Co holds its allocations for just under 16 quarters on average, although the firm only holds its top 10 allocations for 9.7 quarters on average. The company’s top 10 holdings take up approximately 16.1% of the firm’s total holdings and, in the most recent quarter, Boston Private Bank & Trust Co had a turnover rate of 10.6%.
BOSTON PRIVATE BANK & TRUST CO... Top Holdings of 2015-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
1,498,632
46619.000
+7.81%
2.170
+0.16%
0.000
+1.14%
+15.81%
3357526.605
Hardware
GE
General Electric Co
213,922
42459.000
-5.86%
1.970
-0.13%
0.160
+7.32%
+69.58%
185894.818
Aerospace & Defense
XOM
Exxon Mobil Corp
437,189
37161.000
-2.51%
1.730
-0.05%
0.010
+2.30%
+21.68%
521290.950
Oil & Gas
RTX
Raytheon Technologies Corp
283,293
33202.000
-0.20%
1.540
0%
0.020
+1.88%
+42.77%
157059.935
Aerospace & Defense
PG
Procter & Gamble Co
401,316
32884.000
-1.85%
1.530
-0.03%
0.020
-2.37%
+15.46%
388770.289
Consumer Packaged Goods
MDT
Medtronic PLC
418,957
32674.000
New Holding
1.520
+1.52%
0.030
+10.43%
+11.15%
114549.026
Medical Devices & Instruments
PFE
Pfizer Inc
916,042
31869.000
-2.53%
1.480
-0.03%
0.020
-8.77%
+0.75%
157307.455
Drug Manufacturers
JPM
JPMorgan Chase & Co
519,671
31481.000
+0.18%
1.460
0%
0.020
+11.04%
+32.29%
618755.518
Banks
MSFT
Microsoft Corp
767,615
31207.000
+0.04%
1.450
0%
0.010
+0.17%
+9.22%
3036851.402
Software
UNP
Union Pacific Corp
279,586
30282.000
+3.41%
1.410
+0.05%
0.040
-3.68%
-4.87%
139384.461
Transportation

BOSTON PRIVATE BANK & TRUST CO's Historical Top Holdings Breakdowns

BOSTON PRIVATE BANK & TRUST CO Total Holding History ($B)

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BOSTON PRIVATE BANK & TRUST CO's Asset Allocation

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BOSTON PRIVATE BANK & TRUST CO Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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BOSTON PRIVATE BANK & TRUST CO's Hypothetical Growth since 2015-03-31

BOSTON PRIVATE BANK & TRUST CO's Yearly Returns

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BOSTON PRIVATE BANK & TRUST CO's Holdings Heat Map

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