Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BOSTON PRIVATE WEALTH LLC | 02-15-2022 | 12-31-2021 | 1525 | 6,097,717,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Comcast Corp | COM | 51 | $28,165,000 | 559,616 | 0.46 | 0.41 | -7,313 | -1.29 | 12-31-2021 |
iShares MSCI USA Quality Facto | ETF | 52 | $27,978,000 | 192,210 | 0.46 | 0.35 | -13,478 | -6.55 | 12-31-2021 |
American Tower Corp | COM | 53 | $27,765,000 | 94,922 | 0.46 | 0.30 | 7,960 | 9.15 | 12-31-2021 |
UnitedHealth Group Inc | COM | 54 | $27,741,000 | 55,246 | 0.45 | 0.29 | -3,337 | -5.70 | 12-31-2021 |