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
401
$370K 0.02%
18,012
402
$370K 0.02%
3,200
-192
403
$369K 0.02%
22,142
+1,273
404
$368K 0.02%
11,121
405
$366K 0.02%
19,320
406
$366K 0.02%
3,327
+58
407
$365K 0.02%
3,446
408
$364K 0.02%
3,300
+500
409
$364K 0.02%
4,800
-1,200
410
$362K 0.02%
17,778
-6,600
411
$359K 0.02%
29,016
412
$359K 0.02%
16,592
+4,417
413
$357K 0.02%
26,970
414
$356K 0.02%
4,824
-400
415
$356K 0.02%
+6,791
416
$350K 0.01%
10,884
-3,000
417
$350K 0.01%
5,038
+30
418
$349K 0.01%
3,450
419
$349K 0.01%
5,568
-20,966
420
$348K 0.01%
10,993
-67
421
$347K 0.01%
4,611
422
$346K 0.01%
16,966
423
$345K 0.01%
+13,658
424
$344K 0.01%
3,411
-300
425
$341K 0.01%
+11,535