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
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
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