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
$2.08B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1 +$64.2M
2 +$55.7M
3 +$35.9M
4
CVX icon
Chevron
CVX
+$34.1M
5
C icon
Citigroup
C
+$32.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.54%
2 Healthcare 13.86%
3 Technology 10.04%
4 Energy 9.94%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$450K 0.02%
+3,430
327
$446K 0.02%
+9,614
328
$445K 0.02%
+7,709
329
$445K 0.02%
+1,875
330
$441K 0.02%
+16,945
331
$438K 0.02%
+31,815
332
$434K 0.02%
+1,025
333
$432K 0.02%
+6,914
334
$432K 0.02%
+6,275
335
$419K 0.02%
+9,187
336
$414K 0.02%
+27,496
337
$406K 0.02%
+5,600
338
$406K 0.02%
+3,215
339
$398K 0.02%
+9,798
340
$395K 0.02%
+6,050
341
$394K 0.02%
+3,850
342
$392K 0.02%
+8,163
343
$389K 0.02%
+9,772
344
$389K 0.02%
+11,070
345
$383K 0.02%
+8,550
346
$382K 0.02%
+13,358
347
$380K 0.02%
+7,944
348
$379K 0.02%
+5,700
349
$379K 0.02%
+3,357
350
$375K 0.02%
+9,059