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
251
$2.97M 0.07%
64,683
-365,817
252
$2.96M 0.07%
42,345
+10,573
253
$2.88M 0.07%
75,866
-27,890
254
$2.84M 0.07%
72,352
-1,892
255
$2.7M 0.07%
181,825
-33,734
256
$2.63M 0.07%
32,564
-1,283
257
$2.6M 0.06%
59,616
-8,693
258
$2.58M 0.06%
7,397
+1,095
259
$2.48M 0.06%
24,556
-368
260
$2.47M 0.06%
16,476
-28,933
261
$2.45M 0.06%
157,370
-2,560
262
$2.42M 0.06%
95,637
+14,177
263
$2.39M 0.06%
99,187
-124
264
$2.36M 0.06%
+123,940
265
$2.35M 0.06%
35,526
-2,563
266
$2.34M 0.06%
26,855
+211
267
$2.31M 0.06%
50,510
+15,290
268
$2.29M 0.06%
40,476
-400
269
$2.22M 0.06%
40,240
-2,164
270
$2.19M 0.05%
20,593
+248
271
$2.07M 0.05%
9,894
-1,136
272
$2.07M 0.05%
24,118
-1,136
273
$2.04M 0.05%
30,539
+4,924
274
$2.03M 0.05%
57,140
-21,329
275
$2.02M 0.05%
57,218
+4,779
9 10
11
12 13