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
476
$234K 0.01%
11,870
477
$231K 0.01%
3,700
478
$230K 0.01%
+4,460
479
$230K 0.01%
+6,273
480
$230K 0.01%
9,992
481
$227K 0.01%
4,715
-242
482
$225K 0.01%
+4,210
483
$225K 0.01%
+11,212
484
$224K 0.01%
4,711
-2,291
485
$224K 0.01%
13,950
+1,000
486
$223K 0.01%
+4,410
487
$221K 0.01%
5,470
-1,559
488
$221K 0.01%
23,844
-1,609
489
$220K 0.01%
+5,931
490
$219K 0.01%
2,900
-1,425
491
$219K 0.01%
18,969
492
$219K 0.01%
+6,150
493
$218K 0.01%
22,486
-3,060
494
$217K 0.01%
+3,858
495
$216K 0.01%
+2,691
496
$214K 0.01%
8,328
497
$213K 0.01%
45,312
498
$213K 0.01%
+34,144
499
$213K 0.01%
3,772
-516
500
$211K 0.01%
15,209
-8,782
18 19
20
21 22