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
101
$5.44M 0.26%
+200,892
102
$5.21M 0.25%
+55,948
103
$5.04M 0.24%
+88,146
104
$4.97M 0.24%
+80,440
105
$4.88M 0.23%
+118,114
106
$4.72M 0.23%
+132,523
107
$4.65M 0.22%
+142,878
108
$4.6M 0.22%
+44,853
109
$4.58M 0.22%
+40,035
110
$4.48M 0.22%
+98,613
111
$4.28M 0.21%
+375,465
112
$4.25M 0.2%
+175,358
113
$3.9M 0.19%
+303,674
114
$3.77M 0.18%
+57,406
115
$3.67M 0.18%
+53,428
116
$3.6M 0.17%
+84,200
117
$3.59M 0.17%
+55,342
118
$3.48M 0.17%
+77,213
119
$3.47M 0.17%
+134,451
120
$3.4M 0.16%
+63,648
121
$3.31M 0.16%
+74,123
122
$3.21M 0.15%
+46,687
123
$3.2M 0.15%
+22,881
124
$3.14M 0.15%
+3,800
125
$3.12M 0.15%
+42,879
3 4
5
6 7