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
201
$1.95M 0.08%
161,058
+750
202
$1.94M 0.08%
50,696
-1,440
203
$1.94M 0.08%
37,702
+450
204
$1.92M 0.08%
14,157
+11,788
205
$1.91M 0.08%
27,682
-9,330
206
$1.89M 0.08%
26,848
+942
207
$1.88M 0.08%
38,240
+15,578
208
$1.83M 0.08%
23,270
209
$1.82M 0.08%
35,567
-408
210
$1.81M 0.08%
29,402
+2,906
211
$1.8M 0.08%
32,934
+14,334
212
$1.79M 0.08%
+21,450
213
$1.72M 0.07%
+63,791
214
$1.71M 0.07%
40,533
215
$1.7M 0.07%
36,256
-321,088
216
$1.69M 0.07%
+14,746
217
$1.69M 0.07%
38,915
-3,050
218
$1.68M 0.07%
+34,132
219
$1.58M 0.07%
23,112
+27
220
$1.57M 0.07%
15,100
-3,165
221
$1.56M 0.07%
24,860
+10,636
222
$1.55M 0.07%
45,300
-100
223
$1.51M 0.06%
47,612
+3,840
224
$1.49M 0.06%
25,753
-5,095
225
$1.49M 0.06%
19,571
-7,970