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
476
$219K 0.01%
+2,455
477
$218K 0.01%
+8,051
478
$218K 0.01%
+11,919
479
$216K 0.01%
+2,531
480
$216K 0.01%
+9,320
481
$216K 0.01%
+9,199
482
$215K 0.01%
+2,657
483
$214K 0.01%
+11,100
484
$213K 0.01%
+8,328
485
$213K 0.01%
+5,410
486
$211K 0.01%
+6,850
487
$210K 0.01%
+18,969
488
$210K 0.01%
+12,416
489
$209K 0.01%
+2,400
490
$208K 0.01%
+5,992
491
$208K 0.01%
+16,038
492
$205K 0.01%
+10,400
493
$203K 0.01%
+9,992
494
$203K 0.01%
+13,250
495
$202K 0.01%
+9,185
496
$200K 0.01%
+5,348
497
$199K 0.01%
+13,700
498
$197K 0.01%
+13,975
499
$195K 0.01%
+63,610
500
$192K 0.01%
+14,145