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
451
$255K 0.01%
+16,792
452
$255K 0.01%
16,600
453
$255K 0.01%
17,219
+3,351
454
$254K 0.01%
18,343
+4,198
455
$254K 0.01%
7,395
456
$254K 0.01%
19,965
+4,489
457
$254K 0.01%
15,320
458
$254K 0.01%
+6,270
459
$253K 0.01%
3,546
460
$253K 0.01%
7,534
461
$252K 0.01%
48,330
462
$252K 0.01%
10,935
463
$251K 0.01%
1,881
-256
464
$247K 0.01%
+12,598
465
$246K 0.01%
18,490
-460
466
$246K 0.01%
2,523
467
$246K 0.01%
5,102
468
$244K 0.01%
4,369
469
$243K 0.01%
4,317
-354
470
$243K 0.01%
+7,477
471
$242K 0.01%
10,266
-163
472
$242K 0.01%
14,243
+2,324
473
$239K 0.01%
+3,440
474
$239K 0.01%
+8,700
475
$238K 0.01%
16,038
17 18
19
20 21