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Boston Common Asset Management, LLC 13F Holdings
Holdings from the most recent 13F from Boston Common Asset Management, LLC
Filed: 2022-05-16 (Q1 2022) | Holdings: 264 | Value: $2.3B | 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 | Add 5% ($3.5M) | 2.95% | $68.4M | +95.86% | -4.00% | -0.93% | |
| HDFCBANK - HDFC BANK LTD SPONSORED ADR | Add 8% ($4.3M) | 2.46% | $57.0M | +32.06% | +20.50% | +24.77% | |
| MRK - MERCK & CO INC COM | Add 83% ($23.9M) | 2.28% | $52.8M | -8.34% | -0.57% | +28.07% | |
| AAPL - APPLE INC COM | Reduce 1% $(482.1K) | 2.08% | $48.2M | +34.62% | +17.42% | +16.70% | |
| MSFT - MICROSOFT CORP COM | Reduce 1% $(439.7K) | 2.08% | $48.1M | +68.92% | +9.96% | +19.41% | |
| BNTX - BIONTECH SE ADR | Add 45% ($14.9M) | 2.06% | $47.8M | -38.10% | -0.71% | -31.33% | |
| CARR - CARRIER GLOBAL CORPORATION COM | Add 7% ($3.3M) | 2.04% | $47.1M | +81.32% | +9.11% | +7.46% | |
| HASI - HANNON ARMSTRONG SUST INFR CAP | Add 4% ($1.5M) | 1.94% | $44.9M | -21.87% | +7.39% | -31.06% | |
| SFM - SPROUTS FMRS MKT INC COM | Reduce 8% $(3.8M) | 1.81% | $42.0M | +548.01% | +24.25% | +48.34% | |
| BABA - ALIBABA GROUP HLDG LTD SPONSOR | Add 5% ($1.9M) | 1.79% | $41.5M | +40.36% | -3.21% | -2.23% | |
| WAB - WABTEC COM | Reduce 19% $(8.8M) | 1.62% | $37.6M | +121.53% | +7.79% | +11.38% | |
| CIEN - CIENA CORP COM NEW | Reduce 10% $(4.0M) | 1.60% | $37.2M | +44.64% | +5.74% | -13.93% | |
| VZ - VERIZON COMMUNICATIONS INC COM | Add 49% ($12.1M) | 1.58% | $36.7M | +8.60% | -6.21% | -21.42% | |
| KBH - KB HOME COM | Add 7% ($2.1M) | 1.32% | $30.6M | +69.04% | -4.34% | +38.37% | |
| GOOG - ALPHABET INC CAP STK CL C | Add 10% ($2.7M) | 1.31% | $30.3M | +33.49% | +2.64% | +3.63% | |
| WY - WEYERHAEUSER CO MTN BE COM NEW | Add 73% ($12.7M) | 1.31% | $30.3M | -26.09% | -5.55% | -20.50% | |
| N/A - ROCHE HLDG LTD SPONSORED ADR | Add 19% ($4.7M) | 1.29% | $29.9M | ||||
| REGN - REGENERON PHARMACEUTICALS | Add 2% ($451.9K) | 1.29% | $29.8M | -17.15% | -3.86% | +13.26% | |
| MS - MORGAN STANLEY COM NEW | Reduce 18% $(6.7M) | 1.28% | $29.7M | +66.23% | +12.95% | +6.52% | |
| INTU - INTUIT COM | Reduce 2% $(640.0K) | 1.25% | $28.9M | +81.37% | +29.80% | +17.87% | |
| ADBE - ADOBE SYSTEMS INCORPORATED COM | Add 11% ($2.8M) | 1.23% | $28.4M | -7.04% | +5.99% | -13.67% | |
| PNC - PNC FINL SVCS GROUP INC COM | Add 2% ($487.3K) | 1.21% | $27.9M | +19.15% | +10.62% | -21.49% | |
| AMAT - APPLIED MATLS INC COM | Reduce 30% $(11.1M) | 1.12% | $26.0M | +39.89% | -7.23% | +10.82% | |
| EMR - EMERSON ELEC CO COM | Add 7% ($1.6M) | 1.10% | $25.5M | +38.04% | +3.59% | -2.37% | |
| N/A - BANK RAKYAT ADR SHS B | Reduce 10% $(2.7M) | 1.06% | $24.6M | ||||
| MKC - MCCORMICK & CO INC COM NON VTG | Reduce 13% $(3.6M) | 1.04% | $24.0M | -19.32% | -7.67% | -10.17% | |
| XYL - XYLEM INC COM | Add 38% ($6.4M) | 1.01% | $23.4M | +53.24% | +23.03% | +26.13% | |
| ULVR - UNILEVER PLC-SPONSORED ADR | Add 8% ($1.7M) | 1.01% | $23.3M | +52.16% | +6.37% | +22.40% | |
| MU - MICRON TECHNOLOGY INC COM | Add 8% ($1.7M) | 1.01% | $23.3M | +20.09% | -14.55% | -9.39% | |
| ENPH - ENPHASE ENERGY INC COM | New Purchase | 0.99% | $22.8M | -68.76% | +86.72% | +4.29% | |
| BLD - TOPBUILD CORP COM | Reduce 21% $(6.1M) | 0.98% | $22.7M | +45.17% | +0.83% | +6.89% | |
| CRM - SALESFORCE COM INC COM | New Purchase | 0.96% | $22.2M | +68.38% | +12.33% | +25.13% | |
| FSLR - FIRST SOLAR INC COM | Reduce 29% $(8.9M) | 0.95% | $22.1M | +106.67% | +79.70% | +224.10% | |
| TGT - TARGET CORP COM | Add 6% ($1.3M) | 0.95% | $22.0M | -50.04% | -16.23% | -21.61% | |
| AXP - AMERICAN EXPRESS CO COM | New Purchase | 0.93% | $21.4M | +83.26% | +2.14% | -4.18% | |
| PG - PROCTER AND GAMBLE CO COM | Add 16% ($3.0M) | 0.93% | $21.4M | +10.29% | -3.17% | +2.61% | |
| PYPL - PAYPAL HLDGS INC COM | New Purchase | 0.92% | $21.3M | -11.78% | +24.45% | -23.07% | |
| KIM - KIMCO RLTY CORP COM | New Purchase | 0.91% | $21.1M | +0.63% | -0.06% | -18.09% | |
| TJX - TJX COS INC NEW COM | Add 16% ($2.8M) | 0.89% | $20.6M | +139.00% | +23.32% | +43.78% | |
| NVS - NOVARTIS A G SPONSORED ADR | New Purchase | 0.88% | $20.5M | +42.38% | -3.30% | +18.08% | |
| AMP - AMERIPRISE FINL INC COM | Reduce 17% $(3.9M) | 0.84% | $19.4M | +91.48% | +8.41% | +14.71% | |
| URI - UNITED RENTALS INC COM | New Purchase | 0.83% | $19.2M | +135.21% | +13.41% | +17.32% | |
| V - VISA INC COM CL A | New Purchase | 0.81% | $18.7M | +76.88% | +5.94% | +15.60% | |
| CL - COLGATE PALMOLIVE CO COM | Add 1% ($124.7K) | 0.79% | $18.2M | +24.23% | +5.30% | +5.17% | |
| SAP - SAP SE SPON ADR | Add 10% ($1.7M) | 0.79% | $18.2M | +206.82% | -5.14% | +37.01% | |
| AMGN - AMGEN INC COM | New Purchase | 0.78% | $18.1M | +21.00% | +3.01% | -5.15% | |
| FITB - FIFTH THIRD BANCORP COM | Reduce 4% $(776.9K) | 0.77% | $17.8M | +15.37% | +2.66% | -28.01% | |
| AWK - AMERICAN WTR WKS CO INC NEW CO | Reduce 35% $(9.5M) | 0.76% | $17.6M | +4.94% | +8.78% | -0.36% | |
| HSIC - HENRY SCHEIN INC COM | New Purchase | 0.71% | $16.5M | -18.73% | -11.66% | -9.72% | |
| MGA - MAGNA INTL INC COM | Add 3% ($492.0K) | 0.71% | $16.5M | -37.65% | +2.83% | -12.79% | |
| CERN - CERNER CORP COM | Reduce 100% | 0.00% | $0.00 | ||||
| MHK - MOHAWK INDS INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| LOW - LOWES COS INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| ECL - ECOLAB INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| BIIB - BIOGEN INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| WAT - WATERS CORP COM | Reduce 100% | 0.00% | $0.00 | ||||
| CMI - CUMMINS INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| C - CITIGROUP INC COM NEW | Reduce 100% | 0.00% | $0.00 | ||||
| A017670 - SK TELECOM LTD SPONSORED ADR | Reduce 100% | 0.00% | $0.00 | ||||
| GILD - GILEAD SCIENCES INC COM | Reduce 100% | 0.00% | $0.00 | ||||