Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON PRIVATE WEALTH LLC | 02-15-2022 | 12-31-2021 | 1525 | 6,097,717,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares Core S&P Total U.S. St | ETF | 1 | $472,912,000 | 4,420,565 | 7.76 | 5.81 | -178,779 | -3.89 | 12-31-2021 |
| iShares Russell 1000 Growth ET | ETF | 2 | $459,019,000 | 1,502,073 | 7.53 | 5.46 | -48,982 | -3.16 | 12-31-2021 |
| iShares Core S&P 500 ETF | ETF | 3 | $430,151,000 | 901,802 | 7.05 | 4.90 | 16,574 | 1.87 | 12-31-2021 |
| Apple Inc | COM | 4 | $421,020,000 | 2,371,005 | 6.90 | 4.41 | -53,398 | -2.20 | 12-31-2021 |
