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
376
$323K 0.02%
+4,325
377
$322K 0.02%
+45
378
$321K 0.02%
+15,109
379
$320K 0.02%
+13,544
380
$320K 0.02%
+15,242
381
$320K 0.02%
+3,775
382
$317K 0.02%
+5,110
383
$317K 0.02%
+27,304
384
$317K 0.02%
+14,096
385
$315K 0.02%
+3,521
386
$312K 0.02%
+18,595
387
$311K 0.02%
+13,496
388
$309K 0.01%
+20,768
389
$307K 0.01%
+7,035
390
$307K 0.01%
+6,419
391
$301K 0.01%
+7,002
392
$301K 0.01%
+3,150
393
$300K 0.01%
+11,000
394
$294K 0.01%
+12,640
395
$294K 0.01%
+2,641
396
$293K 0.01%
+10,200
397
$293K 0.01%
+8,911
398
$291K 0.01%
+25,895
399
$291K 0.01%
+6,590
400
$289K 0.01%
+2,728