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
$2.37B
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$15.3M
3 +$14.1M
4
VFC icon
VF Corp
VFC
+$13.7M
5
APC
Anadarko Petroleum
APC
+$11.2M

Top Sells

1 +$15.2M
2 +$15.1M
3 +$12M
4
WSM icon
Williams-Sonoma
WSM
+$10.9M
5
LYB icon
LyondellBasell Industries
LYB
+$10.8M

Sector Composition

1 Healthcare 14.8%
2 Financials 14.47%
3 Technology 13.93%
4 Industrials 9.96%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$6.89M 0.29%
233,005
-6,386
102
$6.85M 0.29%
71,631
-7,294
103
$6.81M 0.29%
112,644
-2,040
104
$6.69M 0.28%
256,828
+153,214
105
$6.67M 0.28%
285,354
-30,886
106
$6.61M 0.28%
130,120
-29,809
107
$6.41M 0.27%
80,791
-135,770
108
$6.41M 0.27%
41,773
-14,021
109
$6.33M 0.27%
359,300
-36,435
110
$6.2M 0.26%
140,273
-14,510
111
$6.18M 0.26%
53,534
-1,487
112
$6.18M 0.26%
180,471
-13,895
113
$6.05M 0.26%
335,112
-57,780
114
$6.04M 0.25%
89,615
-2,373
115
$5.83M 0.25%
239,451
-2,278
116
$5.79M 0.24%
62,859
+785
117
$5.77M 0.24%
76,208
+60,000
118
$5.71M 0.24%
86,805
-6,261
119
$5.66M 0.24%
194,368
+94,714
120
$5.6M 0.24%
198,051
-240,165
121
$5.54M 0.23%
331,986
-80,073
122
$5.53M 0.23%
145,500
-4,000
123
$5.51M 0.23%
82,420
-9,675
124
$5.44M 0.23%
92,762
+1,023
125
$5.42M 0.23%
106,896
+1,943