BA
Boston Advisors Portfolio holdings
AUM
$1.91B
1-Year Return
6.26%
This Quarter Return
+10.96%
1 Year Return
+6.26%
3 Year Return
+73.77%
5 Year Return
+112.81%
10 Year Return
–
AUM
$2.1B
AUM Growth
+$212M
(+11%)
Cap. Flow
+$25.3M
Cap. Flow
% of AUM
1.21%
Top 10 Holdings %
Top 10 Hldgs %
16.29%
Holding
633
New
76
Increased
237
Reduced
198
Closed
61
Top Buys
| 1 |
DuPont de Nemours
DD
|
+$18M |
| 2 |
L3Harris
LHX
|
+$11.9M |
| 3 |
Booz Allen Hamilton
BAH
|
+$11.3M |
| 4 |
Encompass Health
EHC
|
+$10.9M |
| 5 |
Abercrombie & Fitch
ANF
|
+$9.23M |
Top Sells
| 1 |
CBI
Chicago Bridge & Iron Nv
CBI
|
+$12.4M |
| 2 |
AbbVie
ABBV
|
+$10.8M |
| 3 |
Caterpillar
CAT
|
+$9.91M |
| 4 |
Seagate
STX
|
+$9.16M |
| 5 |
Pinnacle West Capital
PNW
|
+$8.02M |
Sector Composition
| 1 | Financials | 17.61% |
| 2 | Healthcare | 13.82% |
| 3 | Technology | 9.77% |
| 4 | Industrials | 9.41% |
| 5 | Energy | 8.85% |
