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
501
$241K 0.01%
16,682
502
$240K 0.01%
6,573
503
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2,442
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504
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507
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508
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511
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512
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513
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514
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4,288
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515
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17,550
516
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15,247
517
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519
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520
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521
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523
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524
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8,465
+1,488
525
$215K 0.01%
+10,320