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
251
$2.4M 0.06%
21,676
-761
252
$2.22M 0.05%
41,328
-1,050
253
$2.22M 0.05%
27,680
-2,800
254
$2.15M 0.05%
65,823
-2,756
255
$2.14M 0.05%
70,437
+24,972
256
$2.13M 0.05%
6,956
-880
257
$2.13M 0.05%
39,624
-510
258
$2.11M 0.05%
54,713
+4,655
259
$2.1M 0.05%
38,996
-1,953
260
$2.1M 0.05%
59,106
-9,994
261
$2.03M 0.05%
38,113
-1,528
262
$2.03M 0.05%
8,178
-560
263
$2.02M 0.05%
25,935
-3,409
264
$2.02M 0.05%
12,638
+555
265
$2M 0.05%
37,468
+2,749
266
$2M 0.05%
9,039
+218
267
$1.97M 0.05%
52,020
+1,640
268
$1.93M 0.05%
137,085
-149,242
269
$1.92M 0.04%
16,977
-19
270
$1.85M 0.04%
29,850
+3,096
271
$1.8M 0.04%
25,223
-1,287
272
$1.78M 0.04%
16,750
+4,324
273
$1.76M 0.04%
40,949
+480
274
$1.73M 0.04%
22,117
-33,703
275
$1.73M 0.04%
11,040
-1,475
9 10
11
12 13