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
$2.08B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$64.2M
2
+$55.7M
3
+$35.9M
4
CVX icon
Chevron
CVX
+$34.1M
5
C icon
Citigroup
C
+$32.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.54%
2 Healthcare 13.86%
3 Technology 10.04%
4 Energy 9.94%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.8M 0.66%
+286,600
52
$13.7M 0.66%
+592,625
53
$13.7M 0.66%
+432,850
54
$13.3M 0.64%
+387,955
55
$12.7M 0.61%
+1,161
56
$12.6M 0.61%
+280,642
57
$12.4M 0.59%
+151,005
58
$12M 0.58%
+346,276
59
$11.9M 0.57%
+284,693
60
$11.5M 0.56%
+190,006
61
$11.5M 0.55%
+891,220
62
$10.9M 0.52%
+196,700
63
$10.7M 0.52%
+185,600
64
$10.6M 0.51%
+1,244,654
65
$10.5M 0.51%
+634,967
66
$10.4M 0.5%
+267,700
67
$10.4M 0.5%
+335,675
68
$10.2M 0.49%
+229,903
69
$10.1M 0.49%
+197,788
70
$10M 0.48%
+428,733
71
$9.9M 0.48%
+414,404
72
$9.61M 0.46%
+203,517
73
$9.6M 0.46%
+437,996
74
$9.51M 0.46%
+221,919
75
$9.26M 0.45%
+165,866
1 2
3
4 5