BOSTON PRIVATE WEALTH Overview

Boston Private Wealth Llc is an investment advisor that manages 8.9 BN dollars in regulatory AUM and has 136 employees, of which 50 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 27% of the manager's regulatory AUM.

BOSTON PRIVATE WEALTH StockAlpha

-2.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BOSTON PRIVATE WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.29% Tech 1.31% -0.02% 0 42%
GE 2.56% Industrials 7.29% -0.06% 0 34%
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FEATURED IN
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BOSTON PRIVATE WEALTH Founders and Key Employees

Name Title In Position Since
Peter J. Raimondi Director, President And Chief Executive Officer October-2014
Sharon A. Daniels Chief Operating Officer October-2014
Patrick E. Tylander Treasurer October-2014
Lauri B. London Chief Compliance Officer October-2014
Reed T. Manning Chief Investment Officer October-2014
Scott Dell'Orfano Chief Strategic Officer October-2014
Clayton G. Deutsch Chairman Of The Board October-2014
Mark Thompson Director October-2014
David J. Kaye Director October-2014
George Schwartz Director October-2014
Christopher J. Parker Chief Administrative Officer November-2014
David J. Costigan Executive Managing Director Of Wealth Management November-2014
Thomas K. Anderson Executive Managing Director Of Investment Consulting & Communication November-2014
William T. Oberlies Executive Managing Director-Trust Services February-2015

BOSTON PRIVATE WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

BOSTON PRIVATE WEALTH Investment Strategy

Item 8 - Client Contact with Portfolio Managers

Clients may contact BPW at any time to discuss their accounts and investments.

Item 9 - Additional Information

...
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BOSTON PRIVATE WEALTH Portfolio Concentration

BOSTON PRIVATE WEALTH Location

TEN POST OFFICE SQUARE
BOSTON, Massachusetts
UNITED STATES, 02109

BOSTON PRIVATE WEALTH Contact Information

Phone Number: 800-422-6172
Fax Number: 561-630-9788
Website:

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