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
$4.28B
AUM Growth
+$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$89.4M
2
+$82M
3
+$57M
4
MSFT icon
Microsoft
MSFT
+$55.6M
5
META icon
Meta Platforms (Facebook)
META
+$50.1M

Top Sells

1
+$20.5M
2
+$20M
3
+$16.9M
4
BP icon
BP
BP
+$15.2M
5
GE icon
GE Aerospace
GE
+$14.6M

Sector Composition

1 Healthcare 17.14%
2 Financials 12.35%
3 Technology 12.23%
4 Communication Services 10.2%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.88M 0.09%
38,366
+12,130
227
$3.79M 0.09%
37,934
+989
228
$3.73M 0.09%
26,545
-6,650
229
$3.59M 0.08%
49,495
+14,700
230
$3.56M 0.08%
50,101
+34,567
231
$3.54M 0.08%
132,068
-2,030
232
$3.39M 0.08%
78,905
-3,774
233
$3.37M 0.08%
75,130
+705
234
$3.37M 0.08%
62,975
+23,073
235
$3.34M 0.08%
78,803
+499
236
$3.26M 0.08%
5,999
+518
237
$3.25M 0.08%
198,973
+134,692
238
$3.03M 0.07%
44,541
-22,440
239
$2.96M 0.07%
43,400
+11,956
240
$2.92M 0.07%
66,359
+4,165
241
$2.92M 0.07%
79,969
+1,359
242
$2.91M 0.07%
93,903
+65,097
243
$2.76M 0.06%
29,655
+8,635
244
$2.7M 0.06%
+264,359
245
$2.69M 0.06%
20,436
-62,839
246
$2.62M 0.06%
180,180
-5,230
247
$2.55M 0.06%
39,163
-179,012
248
$2.54M 0.06%
12,440
-836
249
$2.52M 0.06%
25,061
+387
250
$2.41M 0.06%
235,251
-17,521
8 9
10
11 12