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
$1.88B
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.3M
3
+$10.2M
4
CPB icon
Campbell Soup
CPB
+$8.96M
5
ERF
Enerplus Corporation
ERF
+$7.57M

Top Sells

1
+$15.7M
2
+$14.8M
3
+$14.7M
4
GE icon
GE Aerospace
GE
+$14.3M
5
PSX icon
Phillips 66
PSX
+$14.1M

Sector Composition

1 Financials 17.1%
2 Healthcare 14.03%
3 Technology 10.8%
4 Energy 9.15%
5 Industrials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.99M 0.11%
34,900
177
$1.99M 0.11%
+44,253
178
$1.98M 0.11%
+44,948
179
$1.96M 0.1%
35,512
-213
180
$1.96M 0.1%
20,980
-754
181
$1.96M 0.1%
29,780
+23,730
182
$1.96M 0.1%
24,825
+11,805
183
$1.95M 0.1%
+52,312
184
$1.9M 0.1%
50,023
-3,193
185
$1.87M 0.1%
16,491
-4,154
186
$1.85M 0.1%
1,925
-7
187
$1.85M 0.1%
37,423
-127
188
$1.85M 0.1%
+19,980
189
$1.84M 0.1%
22,071
-5,550
190
$1.82M 0.1%
29,910
+93
191
$1.8M 0.1%
13,000
192
$1.8M 0.1%
206,622
-678
193
$1.79M 0.1%
26,830
-2,320
194
$1.77M 0.09%
395,420
-390,384
195
$1.73M 0.09%
+33,985
196
$1.73M 0.09%
+62,039
197
$1.72M 0.09%
+43,744
198
$1.68M 0.09%
+70,497
199
$1.67M 0.09%
31,100
200
$1.67M 0.09%
31,050
6 7
8
9 10