BA

Boston Advisors Portfolio holdings

AUM $1.91B
1-Year Est. Return 6.26%
This Fund
S&P 500
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 +$15M
2 +$14.6M
3 +$14.3M
4
VFC icon
VF Corp
VFC
+$12.9M
5
APC
Anadarko Petroleum
APC
+$11.8M

Top Sells

1 +$14.4M
2 +$13.5M
3 +$11.8M
4
CMS icon
CMS Energy
CMS
+$11.3M
5
WSM icon
Williams-Sonoma
WSM
+$9.96M

Sector Composition

1 Healthcare 14.8%
2 Financials 14.47%
3 Technology 13.52%
4 Industrials 10.36%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-37,875
602
-17,195
603
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604
-94,465
605
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606
-90,600
607
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608
-50,172
609
-26,428
610
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611
-19,629