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
Laboratory Corp America Holdin COM 601 $434,000 1,379 0.01 0.00 210 17.96 12-31-2021
Fastenal Co COM 602 $433,000 6,759 0.01 0.01 -3,628 -34.93 12-31-2021
Exelon Corp COM 603 $433,000 7,495 0.01 0.00 3,291 78.28 12-31-2021
Invesco S&P 500 Equal Weight T ETF 604 $429,000 1,323 0.01 0.01 -1,573 -54.32 12-31-2021
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