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
451
$304K 0.01%
29
-5
452
$303K 0.01%
6,000
453
$303K 0.01%
10,350
454
$302K 0.01%
+24,110
455
$302K 0.01%
4,976
-51,200
456
$300K 0.01%
7,610
457
$298K 0.01%
8,400
+750
458
$298K 0.01%
40,832
459
$295K 0.01%
8,367
460
$294K 0.01%
12,498
-3,852
461
$292K 0.01%
2,825
-75
462
$290K 0.01%
21,719
+2,730
463
$290K 0.01%
7,030
+1,984
464
$289K 0.01%
5,717
+554
465
$288K 0.01%
+11,400
466
$288K 0.01%
3,000
467
$285K 0.01%
+5,408
468
$285K 0.01%
17,285
469
$284K 0.01%
19,022
470
$284K 0.01%
17,228
471
$283K 0.01%
+10,379
472
$283K 0.01%
8,376
-214
473
$281K 0.01%
7,850
474
$274K 0.01%
6,254
-17,650
475
$274K 0.01%
18,750
-2,150