BA

Boston Advisors Portfolio holdings

AUM $1.91B
1-Year Est. Return 6.26%
This Quarter Est. Return
1 Year Est. Return
+6.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$15.3M
3 +$14.1M
4
VFC icon
VF Corp
VFC
+$13.7M
5
APC
Anadarko Petroleum
APC
+$11.2M

Top Sells

1 +$15.2M
2 +$15.1M
3 +$12M
4
WSM icon
Williams-Sonoma
WSM
+$10.9M
5
LYB icon
LyondellBasell Industries
LYB
+$10.8M

Sector Composition

1 Healthcare 14.8%
2 Financials 14.47%
3 Technology 13.93%
4 Industrials 9.96%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.47M 0.06%
36,249
-51,225
227
$1.46M 0.06%
9,608
-179
228
$1.44M 0.06%
19,866
-317
229
$1.44M 0.06%
50,100
+2,600
230
$1.41M 0.06%
18,261
-8,915
231
$1.39M 0.06%
164,816
-248,840
232
$1.39M 0.06%
54,491
-34,661
233
$1.37M 0.06%
176,686
-311
234
$1.37M 0.06%
16,863
-3,972
235
$1.36M 0.06%
10,778
-740
236
$1.34M 0.06%
7,135
-9,440
237
$1.31M 0.06%
13,145
+201
238
$1.3M 0.05%
14,046
+198
239
$1.27M 0.05%
13,802
240
$1.25M 0.05%
27,270
-1,098
241
$1.24M 0.05%
11,039
-182
242
$1.23M 0.05%
53,854
-19,130
243
$1.22M 0.05%
16,030
+5,045
244
$1.22M 0.05%
+31,929
245
$1.21M 0.05%
39,260
+1,662
246
$1.2M 0.05%
2,921
+125
247
$1.18M 0.05%
27,812
+950
248
$1.17M 0.05%
13,373
-720
249
$1.14M 0.05%
9,850
-525
250
$1.14M 0.05%
20,550
-58,600