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
176
$2.9M 0.12%
53,499
-499
177
$2.84M 0.12%
18,916
+8,742
178
$2.83M 0.12%
19,050
-2,275
179
$2.79M 0.12%
+32,675
180
$2.74M 0.12%
+34,530
181
$2.65M 0.11%
23,100
-525
182
$2.64M 0.11%
18,381
-218
183
$2.62M 0.11%
272,798
-239,400
184
$2.53M 0.11%
33,300
-4,425
185
$2.5M 0.11%
10,946
-14,467
186
$2.48M 0.1%
+19,854
187
$2.48M 0.1%
58,211
-8,140
188
$2.46M 0.1%
29,413
+1,118
189
$2.41M 0.1%
+18,500
190
$2.38M 0.1%
45,318
-15,098
191
$2.36M 0.1%
+21,000
192
$2.34M 0.1%
+31,563
193
$2.31M 0.1%
58,254
+49,149
194
$2.23M 0.09%
33,530
+2,642
195
$2.19M 0.09%
+111,932
196
$2.17M 0.09%
46,000
+13,770
197
$2.1M 0.09%
+49,245
198
$2.07M 0.09%
15,985
+6,120
199
$2M 0.08%
42,452
-400
200
$1.97M 0.08%
32,356
-1,131