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
401
$312K 0.02%
+14,143
402
$310K 0.02%
4,063
-25
403
$308K 0.02%
13,438
404
$308K 0.02%
3,207
-314
405
$306K 0.02%
5,893
406
$305K 0.02%
11,750
-1,794
407
$305K 0.02%
+7,650
408
$304K 0.02%
12,640
409
$304K 0.02%
6,050
410
$303K 0.02%
19,700
411
$302K 0.02%
10,095
+400
412
$300K 0.02%
1,948
413
$299K 0.02%
5,915
-676
414
$299K 0.02%
+8,806
415
$299K 0.02%
3,400
+300
416
$298K 0.02%
+18,204
417
$297K 0.02%
2,483
-497
418
$293K 0.02%
20,311
+6,336
419
$292K 0.02%
3,850
+200
420
$290K 0.02%
10,520
+1,544
421
$289K 0.02%
+12,928
422
$288K 0.02%
7,166
-745
423
$286K 0.02%
23,554
-2,341
424
$286K 0.02%
10,098
+1,149
425
$285K 0.02%
5,800
15 16
17
18 19