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
76
$8.86M 0.43%
+453,281
77
$8.77M 0.42%
+289,177
78
$8.61M 0.41%
+194,152
79
$8.58M 0.41%
+824,613
80
$8.56M 0.41%
+120,897
81
$8.09M 0.39%
+263,562
82
$8.09M 0.39%
+141,912
83
$8.05M 0.39%
+194,523
84
$7.95M 0.38%
+182,480
85
$7.74M 0.37%
+94,603
86
$7.45M 0.36%
+96,594
87
$7.4M 0.36%
+338,869
88
$7.35M 0.35%
+189,393
89
$7.27M 0.35%
+162,730
90
$7.13M 0.34%
+344,670
91
$7.08M 0.34%
+228,096
92
$7M 0.34%
+199,136
93
$6.66M 0.32%
+310,772
94
$6.47M 0.31%
+88,452
95
$6.18M 0.3%
+1,060,500
96
$6.1M 0.29%
+411,236
97
$6.08M 0.29%
+103,930
98
$6.01M 0.29%
+37,457
99
$5.81M 0.28%
+340,375
100
$5.47M 0.26%
+70,382
2 3
4
5 6