BA
Boston Advisors Portfolio holdings
AUM
$1.91B
This Quarter Return
+6.59%
1 Year Return
+6.26%
3 Year Return
+73.77%
5 Year Return
+112.81%
10 Year Return
–
AUM
$1.88B
AUM Growth
+$1.88B
(-9.4%)
Cap. Flow
-$297M
Cap. Flow
% of AUM
-15.77%
Top 10 Holdings %
Top 10 Hldgs %
16.28%
Holding
630
New
76
Increased
143
Reduced
248
Closed
73
Top Buys
| 1 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$13.9M |
| 2 |
Texas Instruments
TXN
|
$11.3M |
| 3 |
Ryder
R
|
$10.2M |
| 4 |
Campbell Soup
CPB
|
$8.96M |
| 5 |
ERF
Enerplus Corporation
ERF
|
$7.57M |
Top Sells
| 1 |
Pfizer
PFE
|
$15.7M |
| 2 |
Exxon Mobil
XOM
|
$14.8M |
| 3 |
Chevron
CVX
|
$14.7M |
| 4 |
GE Aerospace
GE
|
$14.3M |
| 5 |
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% |