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
201
$1.66M 0.08%
+34,710
202
$1.65M 0.08%
+53,470
203
$1.61M 0.08%
+56,052
204
$1.58M 0.08%
+67,650
205
$1.56M 0.08%
+56,775
206
$1.55M 0.07%
+33,722
207
$1.51M 0.07%
+117,600
208
$1.48M 0.07%
+51,754
209
$1.47M 0.07%
+22,800
210
$1.45M 0.07%
+52,050
211
$1.42M 0.07%
+31,100
212
$1.42M 0.07%
+16,467
213
$1.36M 0.07%
+15,217
214
$1.34M 0.06%
+18,430
215
$1.34M 0.06%
+12,764
216
$1.31M 0.06%
+27,250
217
$1.3M 0.06%
+205,250
218
$1.29M 0.06%
+26,624
219
$1.29M 0.06%
+50,275
220
$1.27M 0.06%
+16,891
221
$1.21M 0.06%
+41,484
222
$1.2M 0.06%
+12,149
223
$1.2M 0.06%
+146,422
224
$1.19M 0.06%
+6,450
225
$1.17M 0.06%
+33,008
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