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
401
$288K 0.01%
+7,330
402
$287K 0.01%
+11,126
403
$286K 0.01%
+1,948
404
$286K 0.01%
+5,925
405
$285K 0.01%
+3,364
406
$284K 0.01%
+10,920
407
$284K 0.01%
+12,100
408
$283K 0.01%
+10,429
409
$283K 0.01%
+3,650
410
$283K 0.01%
+4,088
411
$282K 0.01%
+31,367
412
$281K 0.01%
+4,625
413
$281K 0.01%
+8,800
414
$279K 0.01%
+9,695
415
$278K 0.01%
+6,050
416
$278K 0.01%
+6,172
417
$277K 0.01%
+14,080
418
$274K 0.01%
+4,134
419
$273K 0.01%
+7,029
420
$271K 0.01%
+9,982
421
$270K 0.01%
+13,438
422
$268K 0.01%
+910
423
$266K 0.01%
+1,060
424
$261K 0.01%
+10,960
425
$261K 0.01%
+10,935
15 16
17
18 19