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
$1.88B
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.3M
3
+$10.2M
4
CPB icon
Campbell Soup
CPB
+$8.96M
5
ERF
Enerplus Corporation
ERF
+$7.57M

Top Sells

1
+$15.7M
2
+$14.8M
3
+$14.7M
4
GE icon
GE Aerospace
GE
+$14.3M
5
PSX icon
Phillips 66
PSX
+$14.1M

Sector Composition

1 Financials 17.1%
2 Healthcare 14.03%
3 Technology 10.8%
4 Energy 9.15%
5 Industrials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$398K 0.02%
7,944
352
$397K 0.02%
+6,296
353
$395K 0.02%
+22,976
354
$395K 0.02%
17,883
355
$383K 0.02%
19,684
356
$383K 0.02%
9,798
357
$380K 0.02%
27,304
358
$375K 0.02%
15,678
-2,190
359
$374K 0.02%
1,126
+216
360
$373K 0.02%
5,110
361
$373K 0.02%
10,274
-200
362
$367K 0.02%
21,700
+6,700
363
$367K 0.02%
13,410
-1,832
364
$364K 0.02%
+4,160
365
$364K 0.02%
15,497
+1,401
366
$361K 0.02%
15,933
+930
367
$359K 0.02%
4,432
+3
368
$354K 0.02%
13,946
+450
369
$353K 0.02%
14,080
370
$353K 0.02%
62,630
-388,613
371
$348K 0.02%
4,281
+1,502
372
$347K 0.02%
45
373
$347K 0.02%
3,250
374
$345K 0.02%
12,486
-1,716
375
$344K 0.02%
9,982
13 14
15
16 17