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
251
$1.14M 0.05%
113,454
252
$1.13M 0.05%
25,132
-77
253
$1.12M 0.05%
14,962
+2,804
254
$1.11M 0.05%
52,795
-47,031
255
$1.11M 0.05%
36,370
-3,200
256
$1.11M 0.05%
27,676
+1,294
257
$1.1M 0.05%
39,994
-37,528
258
$1.08M 0.05%
17,665
+300
259
$1.08M 0.05%
37,283
-33,717
260
$1.07M 0.05%
20,031
-4,700
261
$1.05M 0.04%
33,840
-10,106
262
$1.02M 0.04%
5,700
+1,002
263
$1.02M 0.04%
20,798
+1,056
264
$980K 0.04%
+22,000
265
$971K 0.04%
11,652
-1,734
266
$967K 0.04%
16,793
-1,786
267
$960K 0.04%
12,051
+1,852
268
$958K 0.04%
11,129
+367
269
$946K 0.04%
31,811
+3,743
270
$938K 0.04%
13,266
+395
271
$933K 0.04%
78,784
+29,585
272
$930K 0.04%
35,004
+2,380
273
$912K 0.04%
12,992
-463
274
$876K 0.04%
15,676
+10,676
275
$851K 0.04%
15,847
-12,562