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
76
$10.2M 0.43%
48,968
-3,147
77
$10.1M 0.43%
133,160
-119,037
78
$10.1M 0.43%
105,229
-5,862
79
$9.84M 0.41%
199,648
-5,225
80
$9.69M 0.41%
397,843
-43,900
81
$9.59M 0.4%
285,949
-5,600
82
$9.45M 0.4%
248,867
+7,555
83
$9.37M 0.4%
534,562
-10,617
84
$9.32M 0.39%
36,190
-3,071
85
$9.18M 0.39%
27,031
-1,870
86
$8.89M 0.38%
119,623
+73,956
87
$8.84M 0.37%
2,259
-185
88
$8.7M 0.37%
270,944
+3,130
89
$8.43M 0.36%
149,555
-2,394
90
$8.34M 0.35%
298,700
-7,056
91
$8.33M 0.35%
96,708
+85,953
92
$8.3M 0.35%
214,018
+86,369
93
$8.3M 0.35%
196,090
+189,090
94
$8.15M 0.34%
1,574,520
-203,236
95
$8.1M 0.34%
196,333
-4,720
96
$7.96M 0.34%
93,990
+65,638
97
$7.41M 0.31%
45,270
+8,735
98
$7.27M 0.31%
565,935
-44,985
99
$7.07M 0.3%
108,062
+23,348
100
$7.06M 0.3%
82,627
-8,523