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
$4.01B
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$29.4M
3
+$28.7M
4
LOW icon
Lowe's Companies
LOW
+$26.2M
5
CMI icon
Cummins
CMI
+$20.7M

Top Sells

1
+$39.1M
2
+$32.5M
3
+$31.7M
4
GIS icon
General Mills
GIS
+$27.7M
5
HD icon
Home Depot
HD
+$27.5M

Sector Composition

1 Healthcare 17.88%
2 Technology 13.15%
3 Financials 10.92%
4 Communication Services 9.73%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.02M 0.1%
+142,630
227
$4.01M 0.1%
79,158
-190
228
$3.97M 0.1%
67,910
+9,060
229
$3.89M 0.1%
+286,545
230
$3.89M 0.1%
45,691
-51
231
$3.86M 0.1%
61,367
+14,711
232
$3.86M 0.1%
32,190
+165
233
$3.78M 0.09%
15,228
-879
234
$3.77M 0.09%
65,090
-6,835
235
$3.72M 0.09%
16,103
+455
236
$3.71M 0.09%
+292,440
237
$3.69M 0.09%
34,843
-2,556
238
$3.67M 0.09%
25,322
+5,503
239
$3.65M 0.09%
32,190
-1,898
240
$3.61M 0.09%
+111,390
241
$3.56M 0.09%
+209,360
242
$3.5M 0.09%
+140,310
243
$3.41M 0.09%
71,890
+10,150
244
$3.39M 0.08%
69,888
-236,675
245
$3.39M 0.08%
38,664
-1,304
246
$3.38M 0.08%
25,861
+206
247
$3.34M 0.08%
90,434
-280
248
$3.08M 0.08%
75,152
-8,880
249
$2.99M 0.07%
94,093
+79,318
250
$2.97M 0.07%
26,071
-5,520
8 9
10
11 12