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
$4.63B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$29.1M
3
+$28.8M
4
WYNN icon
Wynn Resorts
WYNN
+$25.5M
5
ZTS icon
Zoetis
ZTS
+$22.4M

Top Sells

1
+$34.1M
2
+$31.1M
3
+$23.9M
4
EHC icon
Encompass Health
EHC
+$23.2M
5
MAR icon
Marriott International
MAR
+$22.1M

Sector Composition

1 Technology 16.91%
2 Financials 14.18%
3 Consumer Discretionary 12.08%
4 Healthcare 11.8%
5 Industrials 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.72M 0.1%
228,383
+28,970
227
$4.67M 0.1%
44,565
+315
228
$4.63M 0.1%
37,462
+1,648
229
$4.6M 0.1%
151,510
+27,020
230
$4.57M 0.1%
147,951
-1,590
231
$4.53M 0.1%
29,255
-366
232
$4.51M 0.1%
210,732
-1,785
233
$4.45M 0.1%
78,045
-62
234
$4.28M 0.09%
203,010
-5,880
235
$4.24M 0.09%
89,932
-3,711
236
$4.21M 0.09%
121,379
-516,576
237
$4.14M 0.09%
59,652
+1,591
238
$4.13M 0.09%
64,508
+20,295
239
$4.12M 0.09%
47,780
-1,294
240
$4.1M 0.09%
19,275
+2,350
241
$4.02M 0.09%
66,910
-3,240
242
$3.87M 0.08%
28,225
+11
243
$3.8M 0.08%
45,183
+37,568
244
$3.51M 0.08%
127,942
+7,553
245
$3.51M 0.08%
21,436
-1,018
246
$3.48M 0.08%
33,312
-2,786
247
$3.45M 0.07%
38,331
-49,351
248
$3.33M 0.07%
42,931
-32,550
249
$3.32M 0.07%
50,688
-335
250
$3.29M 0.07%
22,781
-85,435
8 9
10
11 12