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
351
$473K 0.02%
3,321
352
$472K 0.02%
6,580
-15,845
353
$462K 0.02%
16,961
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354
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12,710
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355
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3,048
356
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3,433
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357
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3,600
360
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19,096
361
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31,504
362
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8,214
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363
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685
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365
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16,945
366
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367
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368
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369
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370
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372
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11,427
373
$423K 0.02%
3,281
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374
$416K 0.02%
22,519
+1,998
375
$411K 0.02%
9,719
+325