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Boston Common Asset Management, LLC 13F Holdings
Holdings from the most recent 13F from Boston Common Asset Management, LLC
Filed: 2022-08-10 (Q2 2022) | Holdings: 264 | Value: $2.0B | 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 |
| MRK - MERCK & CO INC COM | Reduce 6% $(3.8M) | 2.73% | $54.9M | -4.42% | +12.46% | +25.86% | |
| 2330 - TAIWAN SEMICONDUCTOR MFG LTD S | Reduce 1% $(562.4K) | 2.64% | $53.0M | +102.30% | -17.57% | +3.91% | |
| BABA - ALIBABA GROUP HLDG LTD SPONSOR | Add 1% ($392.9K) | 2.18% | $43.7M | +37.77% | -25.10% | +1.30% | |
| BNTX - BIONTECH SE ADR | Add 1% ($536.0K) | 2.11% | $42.3M | -41.25% | -4.22% | -33.72% | |
| VZ - VERIZON COMMUNICATIONS INC COM | Add 15% ($5.5M) | 2.10% | $42.1M | +16.77% | -13.38% | -20.71% | |
| MSFT - MICROSOFT CORP COM | 2.01% | $40.3M | +54.19% | -14.86% | +11.44% | ||
| AAPL - APPLE INC COM | 1.88% | $37.7M | +17.67% | -11.83% | +5.17% | ||
| HASI - HANNON ARMSTRONG SUST INFR CAP | Add 3% ($914.3K) | 1.83% | $36.8M | -33.79% | -27.18% | -45.65% | |
| REGN - REGENERON PHARMACEUTICALS | Add 39% ($9.9M) | 1.75% | $35.1M | -14.13% | +15.00% | +26.36% | |
| CARR - CARRIER GLOBAL CORPORATION COM | Reduce 5% $(1.8M) | 1.74% | $34.8M | +70.31% | +3.62% | +31.18% | |
| HDFCBANK - HDFC BANK LTD SPONSORED ADR | Reduce 33% $(16.7M) | 1.71% | $34.4M | +8.52% | +4.89% | +1.64% | |
| SFM - SPROUTS FMRS MKT INC COM | 1.66% | $33.4M | +428.32% | +10.55% | +28.52% | ||
| MS - MORGAN STANLEY COM NEW | Add 14% ($3.6M) | 1.47% | $29.4M | +49.41% | +1.87% | +0.99% | |
| WAB - WABTEC COM | Reduce 11% $(3.6M) | 1.42% | $28.4M | +104.33% | +6.34% | +20.74% | |
| KBH - KB HOME COM | Add 3% ($691.7K) | 1.38% | $27.6M | +72.73% | -3.78% | +62.32% | |
| WY - WEYERHAEUSER CO MTN BE COM NEW | Add 3% ($759.0K) | 1.36% | $27.2M | -21.12% | -8.33% | -4.33% | |
| ULVR - UNILEVER PLC-SPONSORED ADR | Add 16% ($3.7M) | 1.35% | $27.1M | +42.87% | -1.15% | +12.73% | |
| N/A - ROCHE HLDG LTD SPONSORED ADR | Add 9% ($2.1M) | 1.35% | $27.1M | ||||
| PNC - PNC FINL SVCS GROUP INC COM | Add 12% ($2.9M) | 1.33% | $26.8M | +9.00% | -2.27% | -20.79% | |
| ENPH - ENPHASE ENERGY INC COM | Add 16% ($3.6M) | 1.28% | $25.7M | -83.94% | -4.41% | -55.74% | |
| AWK - AMERICAN WTR WKS CO INC NEW CO | Add 58% ($9.1M) | 1.24% | $24.9M | -2.40% | -6.66% | -9.07% | |
| INTU - INTUIT COM | Add 7% ($1.6M) | 1.24% | $24.8M | +37.42% | -15.94% | +3.11% | |
| ADBE - ADOBE SYSTEMS INCORPORATED COM | Add 3% ($791.4K) | 1.18% | $23.6M | -13.76% | -23.38% | +14.19% | |
| NVS - NOVARTIS A G SPONSORED ADR | Add 20% ($3.9M) | 1.18% | $23.6M | +46.19% | -2.11% | +24.08% | |
| GOOG - ALPHABET INC CAP STK CL C | Reduce 4% $(931.8K) | 1.14% | $22.8M | +28.18% | -20.77% | +6.63% | |
| AMGN - AMGEN INC COM | Add 25% ($4.6M) | 1.14% | $22.8M | +17.69% | +13.96% | +7.62% | |
| XYL - XYLEM INC COM | Add 4% ($797.1K) | 1.11% | $22.2M | +25.88% | +10.20% | +2.34% | |
| BLD - TOPBUILD CORP COM | Add 3% ($719.6K) | 1.08% | $21.7M | +43.76% | -20.59% | +47.53% | |
| MKC - MCCORMICK & CO INC COM NON VTG | Add 3% ($545.7K) | 1.02% | $20.6M | -10.35% | -6.69% | -2.39% | |
| CRM - SALESFORCE INC COM | Add 18% ($3.1M) | 1.02% | $20.4M | +46.64% | -17.90% | +8.62% | |
| PG - PROCTER AND GAMBLE CO COM | Add 1% ($222.2K) | 1.02% | $20.4M | +15.79% | -3.30% | +9.76% | |
| SQM - SOCIEDAD QUIMICA MINERA DE CHI | New Purchase | 1.01% | $20.3M | -63.48% | +9.91% | -29.46% | |
| CIEN - CIENA CORP COM NEW | Reduce 29% $(8.1M) | 0.99% | $19.9M | +38.64% | -16.56% | -22.56% | |
| GILD - GILEAD SCIENCES INC COM | New Purchase | 0.97% | $19.4M | +73.58% | +31.81% | +32.45% | |
| CL - COLGATE PALMOLIVE CO COM | 0.96% | $19.2M | +20.73% | -6.52% | -1.76% | ||
| N/A - BANK RAKYAT ADR SHS B | Reduce 10% $(2.2M) | 0.95% | $19.0M | ||||
| AMAT - APPLIED MATLS INC COM | Reduce 2% $(415.7K) | 0.87% | $17.5M | +51.09% | +4.75% | +32.54% | |
| KIM - KIMCO RLTY CORP COM | 0.84% | $16.8M | +3.26% | -1.77% | -6.62% | ||
| TJX - TJX COS INC NEW COM | Reduce 12% $(2.3M) | 0.83% | $16.7M | +107.81% | +16.09% | +36.53% | |
| V - VISA INC COM CL A | Reduce 1% $(97.3K) | 0.82% | $16.5M | +67.92% | -3.67% | +13.45% | |
| PYPL - PAYPAL HLDGS INC COM | Add 25% ($3.2M) | 0.80% | $16.0M | -30.30% | -9.98% | -39.14% | |
| AXP - AMERICAN EXPRESS CO COM | 0.79% | $15.9M | +78.92% | -5.40% | +2.01% | ||
| ORCL - ORACLE CORP COM | New Purchase | 0.79% | $15.9M | +100.36% | +0.24% | +47.46% | |
| VRTX - VERTEX PHARMACEUTICALS INC COM | New Purchase | 0.77% | $15.5M | +45.43% | +2.66% | +18.44% | |
| SAP - SAP SE SPON ADR | Add 2% ($355.5K) | 0.76% | $15.2M | +212.54% | +14.53% | +44.85% | |
| BIIB - BIOGEN INC COM | New Purchase | 0.74% | $14.9M | -46.48% | +30.84% | +23.71% | |
| EMR - EMERSON ELEC CO COM | Reduce 29% $(6.0M) | 0.73% | $14.7M | +34.61% | +9.11% | +11.42% | |
| HSIC - HENRY SCHEIN INC COM | 0.73% | $14.6M | -9.62% | +3.16% | +0.56% | ||
| USB - US BANCORP DEL COM NEW | New Purchase | 0.72% | $14.5M | -0.38% | -6.06% | -14.16% | |
| FSLR - FIRST SOLAR INC COM | Reduce 20% $(3.6M) | 0.72% | $14.4M | +13.98% | +28.18% | +74.58% | |
| URI - UNITED RENTALS INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| FITB - FIFTH THIRD BANCORP COM | Reduce 100% | 0.00% | $0.00 | ||||
| MU - MICRON TECHNOLOGY INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| TGT - TARGET CORP COM | Reduce 100% | 0.00% | $0.00 | ||||
| AMP - AMERIPRISE FINL INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| MGA - MAGNA INTL INC COM | Reduce 100% | 0.00% | $0.00 | ||||