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
126
$3.09M 0.15%
+785,804
127
$3.05M 0.15%
+93,712
128
$3.02M 0.15%
+63,378
129
$2.99M 0.14%
+56,918
130
$2.92M 0.14%
+107,571
131
$2.92M 0.14%
+53,594
132
$2.92M 0.14%
+51,357
133
$2.89M 0.14%
+19,985
134
$2.88M 0.14%
+78,839
135
$2.87M 0.14%
+59,883
136
$2.81M 0.14%
+62,365
137
$2.79M 0.13%
+65,389
138
$2.79M 0.13%
+40,590
139
$2.7M 0.13%
+106,171
140
$2.69M 0.13%
+66,080
141
$2.67M 0.13%
+344,730
142
$2.59M 0.12%
+345,375
143
$2.56M 0.12%
+84,819
144
$2.54M 0.12%
+89,043
145
$2.53M 0.12%
+145,327
146
$2.51M 0.12%
+88,106
147
$2.47M 0.12%
+37,568
148
$2.43M 0.12%
+28,304
149
$2.42M 0.12%
+30,585
150
$2.41M 0.12%
+451,243
4 5
6
7 8