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
426
$261K 0.01%
+5,893
427
$261K 0.01%
+37,033
428
$261K 0.01%
+2,574
429
$261K 0.01%
+2,137
430
$260K 0.01%
+5,520
431
$260K 0.01%
+12,491
432
$257K 0.01%
+14,825
433
$256K 0.01%
+4,369
434
$255K 0.01%
+7,911
435
$254K 0.01%
+19,700
436
$254K 0.01%
+4,549
437
$253K 0.01%
+6,601
438
$253K 0.01%
+3,475
439
$252K 0.01%
+8,976
440
$252K 0.01%
+8,949
441
$248K 0.01%
+3,700
442
$246K 0.01%
+18,575
443
$245K 0.01%
+15,577
444
$243K 0.01%
+2,523
445
$243K 0.01%
+14,054
446
$243K 0.01%
+7,370
447
$243K 0.01%
+25,453
448
$243K 0.01%
+15,320
449
$242K 0.01%
+16,210
450
$241K 0.01%
+7,400
16 17
18
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