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
176
$2.04M 0.1%
+23,835
177
$2.02M 0.1%
+34,000
178
$2.01M 0.1%
+57,763
179
$2M 0.1%
+72,290
180
$1.98M 0.1%
+9,216
181
$1.97M 0.09%
+31,818
182
$1.97M 0.09%
+29,150
183
$1.96M 0.09%
+127,900
184
$1.94M 0.09%
+37,205
185
$1.93M 0.09%
+32,096
186
$1.88M 0.09%
+27,621
187
$1.83M 0.09%
+21,734
188
$1.83M 0.09%
+11,155
189
$1.83M 0.09%
+37,550
190
$1.83M 0.09%
+1,932
191
$1.8M 0.09%
+47,550
192
$1.75M 0.08%
+35,725
193
$1.74M 0.08%
+97,976
194
$1.71M 0.08%
+34,900
195
$1.71M 0.08%
+13,000
196
$1.71M 0.08%
+29,817
197
$1.71M 0.08%
+28,450
198
$1.7M 0.08%
+29,648
199
$1.67M 0.08%
+31,050
200
$1.67M 0.08%
+45,600
6 7
8
9 10