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
$4.42B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$42.3M
3
+$28.2M
4
DXC icon
DXC Technology
DXC
+$26.6M
5
GWW icon
W.W. Grainger
GWW
+$25.2M

Top Sells

1
+$31.6M
2
+$22.8M
3
+$22.2M
4
DIS icon
Walt Disney
DIS
+$21.7M
5
KMB icon
Kimberly-Clark
KMB
+$21.5M

Sector Composition

1 Technology 18.34%
2 Financials 13.82%
3 Healthcare 13.2%
4 Consumer Discretionary 10.87%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.32M 0.08%
68,731
-1,238
252
$3.31M 0.08%
+44,213
253
$3.28M 0.07%
16,925
-3,822
254
$3.27M 0.07%
77,240
-120
255
$3.24M 0.07%
36,098
-911
256
$3.11M 0.07%
21,830
-779
257
$3.05M 0.07%
41,541
-1,410
258
$2.97M 0.07%
46,200
+1,458
259
$2.96M 0.07%
82,275
-62,950
260
$2.87M 0.06%
79,520
-4,432
261
$2.86M 0.06%
51,023
-587
262
$2.82M 0.06%
37,585
-10,242
263
$2.8M 0.06%
65,695
-10,213
264
$2.74M 0.06%
59,139
-648
265
$2.67M 0.06%
8,598
-229
266
$2.6M 0.06%
29,429
-189,557
267
$2.6M 0.06%
40,230
+32,475
268
$2.54M 0.06%
100,500
+4,110
269
$2.52M 0.06%
31,508
-1,064
270
$2.47M 0.06%
32,456
-16,094
271
$2.42M 0.05%
120,389
-18,257
272
$2.39M 0.05%
63,877
-3,594
273
$2.37M 0.05%
229,136
+5,907
274
$2.37M 0.05%
86,011
-7,033
275
$2.36M 0.05%
32,277
-436
9 10
11
12 13