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Boston Common Asset Management, LLC 13F Holdings
Holdings from the most recent 13F from Boston Common Asset Management, LLC
Filed: 2021-05-14 (Q1 2021) | Holdings: 254 | Value: $1.6B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| 2330 - TAIWAN SEMICONDUCTOR MFG LTD S | 4.00% | $63.4M | +69.76% | +5.41% | -16.01% | ||
| BABA - ALIBABA GROUP HLDG LTD SPONSOR | Add 37% ($15.2M) | 3.58% | $56.7M | -38.19% | -13.25% | -58.94% | |
| HDFCBANK - HDFC BANK LTD SPONSORED ADR | Reduce 6% $(2.7M) | 2.91% | $46.2M | +0.28% | +5.62% | -25.59% | |
| MSFT - MICROSOFT CORP COM | Reduce 1% $(218.3K) | 2.54% | $40.3M | +83.80% | +19.76% | +6.93% | |
| AAPL - APPLE INC COM | Reduce 6% $(2.2M) | 2.21% | $35.1M | +58.92% | +19.34% | +15.42% | |
| C - CITIGROUP INC COM NEW | Add 5% ($1.6M) | 2.07% | $32.8M | +9.12% | -4.84% | -35.75% | |
| MS - MORGAN STANLEY COM NEW | Reduce 6% $(1.7M) | 1.78% | $28.3M | +61.08% | +20.38% | -5.16% | |
| GSK - GLAXOSMITHKLINE PLC SPONSORED | Add 13% ($3.2M) | 1.70% | $27.0M | +9.12% | +8.65% | +19.01% | |
| CMI - CUMMINS INC COM | 1.67% | $26.5M | +25.52% | -10.91% | -23.09% | ||
| PNC - PNC FINL SVCS GROUP INC COM | 1.58% | $25.1M | -2.37% | -3.69% | -19.56% | ||
| VZ - VERIZON COMMUNICATIONS INC COM | Add 1% ($319.4K) | 1.58% | $25.0M | -5.38% | -3.87% | -12.71% | |
| MRK - MERCK & CO. INC COM | Add 7% ($1.7M) | 1.55% | $24.6M | +16.91% | +4.78% | +27.55% | |
| GOOG - ALPHABET INC CAP STK CL C | Reduce 1% $(326.8K) | 1.45% | $23.0M | +35.53% | +20.31% | -0.58% | |
| ULVR - UNILEVER PLC-SPONSORED ADR | Add 7% ($1.6M) | 1.45% | $23.0M | +18.29% | -4.40% | -22.41% | |
| HASI - HANNON ARMSTRONG SUST INFR CAP | Reduce 9% $(2.2M) | 1.42% | $22.5M | -33.73% | +21.99% | -19.21% | |
| TGT - TARGET CORP COM | 1.37% | $21.7M | -49.64% | +24.04% | +4.51% | ||
| AMAT - APPLIED MATLS INC COM | Reduce 28% $(8.3M) | 1.36% | $21.6M | +32.25% | +8.13% | -8.81% | |
| MU - MICRON TECHNOLOGY INC COM | Reduce 15% $(3.7M) | 1.35% | $21.4M | +10.12% | -10.32% | -10.56% | |
| MHK - MOHAWK INDS INC COM | 1.28% | $20.3M | -52.00% | -5.27% | -37.63% | ||
| CIEN - CIENA CORP COM NEW | Add 15% ($2.4M) | 1.18% | $18.7M | +45.88% | +9.23% | +0.21% | |
| DIS - DISNEY WALT CO COM DISNEY | Add 27% ($4.0M) | 1.18% | $18.7M | -38.38% | +3.70% | -39.10% | |
| V - VISA INC COM CL A | 1.15% | $18.1M | +59.69% | +4.20% | -11.96% | ||
| CERN - CERNER CORP COM | Add 21% ($3.1M) | 1.14% | $18.0M | +4.66% | +23.98% | ||
| EMR - EMERSON ELEC CO COM | 1.10% | $17.5M | +27.15% | +8.79% | -9.86% | ||
| WAB - WABTEC COM | Add 18% ($2.6M) | 1.07% | $17.0M | +145.61% | +11.63% | +8.60% | |
| AMP - AMERIPRISE FINANCIAL INC | Add 28% ($3.7M) | 1.06% | $16.8M | +102.40% | +6.11% | +3.14% | |
| PG - PROCTER & GAMBLE CO COM | 1.01% | $16.1M | +26.94% | +5.49% | +15.10% | ||
| TJX - TJX COS INC NEW COM | Add 49% ($5.2M) | 1.01% | $16.0M | +88.60% | -1.84% | -20.69% | |
| KMB - KIMBERLY CLARK CORP COM | Add 5% ($793.8K) | 0.99% | $15.7M | +14.96% | +4.31% | +7.28% | |
| CARR - CARRIER GLOBAL CORPORATION COM | Add 17% ($2.3M) | 0.99% | $15.7M | +71.19% | +30.39% | -7.35% | |
| FSLR - FIRST SOLAR INC COM | Reduce 17% $(3.2M) | 0.98% | $15.5M | +85.52% | +34.30% | -12.94% | |
| N/A - ROCHE HLDG LTD SPONSORED ADR | Reduce 8% $(1.3M) | 0.97% | $15.3M | ||||
| BLD - TOPBUILD CORP COM | 0.94% | $14.9M | +41.30% | +8.76% | -4.13% | ||
| SAP - SAP SE SPON ADR | Add 7% ($849.0K) | 0.88% | $13.9M | +123.10% | +7.55% | -29.08% | |
| USB - US BANCORP DEL COM NEW | New Purchase | 0.86% | $13.7M | -18.42% | -5.79% | -19.10% | |
| NVS - NOVARTIS A G SPONSORED ADR | Add 7% ($871.9K) | 0.85% | $13.4M | +45.20% | +6.48% | +1.61% | |
| FITB - FIFTH THIRD BANCORP COM | New Purchase | 0.84% | $13.4M | +2.34% | -9.21% | -13.46% | |
| AMGN - AMGEN INC COM | Reduce 1% $(154.8K) | 0.84% | $13.4M | +21.46% | -7.70% | -0.13% | |
| AXAHY - AXA SA SPONSORED ADR | Add 15% ($1.7M) | 0.81% | $12.8M | +101.83% | +2.92% | -9.46% | |
| CL - COLGATE PALMOLIVE CO COM | Add 20% ($2.1M) | 0.78% | $12.3M | +19.07% | -4.27% | -3.88% | |
| A017670 - SK TELECOM LTD SPONSORED ADR | New Purchase | 0.77% | $12.2M | -16.46% | -2.98% | -11.29% | |
| INTU - INTUIT COM | Reduce 1% $(173.5K) | 0.76% | $12.1M | +62.09% | +30.96% | -12.94% | |
| LOW - LOWES COS INC COM | New Purchase | 0.76% | $12.0M | +22.47% | -1.70% | +0.03% | |
| REGN - REGENERON PHARMACEUTICALS | New Purchase | 0.75% | $11.9M | +6.18% | +21.72% | +26.83% | |
| A - AGILENT TECHNOLOGIES INC COM | Reduce 12% $(1.6M) | 0.75% | $11.8M | -14.67% | +24.03% | -7.55% | |
| ADBE - ADOBE INC COM | Reduce 1% $(133.1K) | 0.74% | $11.7M | -21.16% | +30.78% | -17.28% | |
| DE - DEERE & CO COM | New Purchase | 0.72% | $11.4M | +35.21% | +0.53% | -0.88% | |
| STLD - STEEL DYNAMICS INC COM | New Purchase | 0.71% | $11.2M | +118.05% | +13.58% | +20.53% | |
| FIS - FIDELITY NATL INFO SVC COM | New Purchase | 0.71% | $11.2M | -42.71% | -10.51% | -34.44% | |
| BIIB - BIOGEN INC COM | Reduce 11% $(1.4M) | 0.70% | $11.1M | -57.89% | +22.17% | -29.44% | |
| MDLZ - MONDELEZ INTL INC CL A | Reduce 100% | 0.00% | $0.00 | ||||
| TROW - PRICE T ROWE GROUP INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| HD - HOME DEPOT INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| ASML - ASML HOLDING N V N Y REGISTRY | Reduce 100% | 0.00% | $0.00 | ||||
| GILD - GILEAD SCIENCES INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| NBIS - YANDEX N V SHS CLASS A | Reduce 100% | 0.00% | $0.00 | ||||
| PAGS - PAGSEGURO DIGITAL LTD COM CL A | Reduce 100% | 0.00% | $0.00 | ||||
| ITUB4 - ITAU UNIBANCO HLDG SA SPON ADR | Reduce 100% | 0.00% | $0.00 | ||||