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
26
$20.5M 0.99%
+266,037
27
$20.1M 0.97%
+248,061
28
$19.9M 0.96%
+209,448
29
$19.7M 0.95%
+564,717
30
$19.3M 0.93%
+230,486
31
$19.2M 0.92%
+223,428
32
$19.1M 0.92%
+193,254
33
$18.6M 0.9%
+450,232
34
$17.9M 0.86%
+364,721
35
$17.9M 0.86%
+245,912
36
$17.4M 0.84%
+265,800
37
$17.3M 0.83%
+438,705
38
$17.1M 0.82%
+610,784
39
$16.4M 0.79%
+224,653
40
$16M 0.77%
+241,081
41
$15.9M 0.76%
+192,665
42
$15.9M 0.76%
+301,476
43
$15.8M 0.76%
+314,764
44
$15.5M 0.75%
+263,853
45
$15.3M 0.74%
+296,950
46
$15.2M 0.73%
+217,452
47
$14.9M 0.72%
+132,358
48
$14.6M 0.7%
+79,920
49
$14.5M 0.7%
+249,088
50
$14.1M 0.68%
+323,793
1
2
3 4 5