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
151
$2.4M 0.12%
+37,688
152
$2.4M 0.12%
+44,580
153
$2.38M 0.11%
+132,050
154
$2.38M 0.11%
+46,964
155
$2.38M 0.11%
+10,580
156
$2.36M 0.11%
+31,335
157
$2.35M 0.11%
+77,654
158
$2.32M 0.11%
+25,400
159
$2.31M 0.11%
+20,645
160
$2.25M 0.11%
+173,880
161
$2.25M 0.11%
+40,527
162
$2.25M 0.11%
+30,300
163
$2.21M 0.11%
+48,810
164
$2.21M 0.11%
+4,700
165
$2.21M 0.11%
+78,321
166
$2.2M 0.11%
+54,608
167
$2.2M 0.11%
+88,250
168
$2.19M 0.11%
+19,982
169
$2.19M 0.11%
+67,614
170
$2.19M 0.11%
+24,475
171
$2.17M 0.1%
+34,733
172
$2.15M 0.1%
+16,813
173
$2.13M 0.1%
+53,216
174
$2.1M 0.1%
+207,300
175
$2.05M 0.1%
+74,150
5 6
7
8 9