BA
Boston Advisors Portfolio holdings
AUM
$1.91B
1-Year Return
6.26%
This Quarter Return
+3.17%
1 Year Return
+6.26%
3 Year Return
+73.77%
5 Year Return
+112.81%
10 Year Return
–
AUM
$2.25B
AUM Growth
+$151M
(+7.2%)
Cap. Flow
+$115M
Cap. Flow
% of AUM
5.1%
Top 10 Holdings %
Top 10 Hldgs %
15.65%
Holding
624
New
52
Increased
220
Reduced
258
Closed
58
Top Buys
| 1 |
Bank of America
BAC
|
$23M |
| 2 |
Host Hotels & Resorts
HST
|
$15M |
| 3 |
Amgen
AMGN
|
$14.2M |
| 4 |
Lowe's Companies
LOW
|
$12.4M |
| 5 |
Travel + Leisure Co
TNL
|
$12.2M |
Top Sells
| 1 |
Citigroup
C
|
$26M |
| 2 |
Murphy Oil
MUR
|
$17.1M |
| 3 |
Extra Space Storage
EXR
|
$14.6M |
| 4 |
Bank of Montreal
BMO
|
$12.1M |
| 5 |
Encompass Health
EHC
|
$10.8M |
Sector Composition
| 1 | Financials | 16.28% |
| 2 | Healthcare | 14.43% |
| 3 | Technology | 10.61% |
| 4 | Consumer Discretionary | 9.52% |
| 5 | Industrials | 9.44% |
