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
$2.1B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.9M
3
+$11.3M
4
EHC icon
Encompass Health
EHC
+$10.9M
5
ANF icon
Abercrombie & Fitch
ANF
+$9.23M

Top Sells

1
+$12.4M
2
+$10.8M
3
+$9.91M
4
STX icon
Seagate
STX
+$9.16M
5
PNW icon
Pinnacle West Capital
PNW
+$8.02M

Sector Composition

1 Financials 17.61%
2 Healthcare 13.82%
3 Technology 9.77%
4 Industrials 9.41%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
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