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
Royal Dutch Shell PLC COM 751 $309,000 7,122 0.01 0.00 -1,136 -13.76 12-31-2021
Realty Income Corp COM 752 $309,000 4,315 0.01 0.00 1,223 39.55 12-31-2021
Monolithic Power Systems Inc COM 753 $309,000 625 0.01 0.00 -117 -15.77 12-31-2021
Brookfield Asset Mgmt Inc COM 754 $309,000 5,107 0.01 0.01 -6,276 -55.13 12-31-2021
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