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
$4B
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$35.1M
3
+$34.1M
4
NTAP icon
NetApp
NTAP
+$32.2M
5
FIS icon
Fidelity National Information Services
FIS
+$31.8M

Top Sells

1
+$59.6M
2
+$43.5M
3
+$42.1M
4
UNH icon
UnitedHealth
UNH
+$41.4M
5
INTU icon
Intuit
INTU
+$41.2M

Sector Composition

1 Technology 20.57%
2 Consumer Discretionary 14.48%
3 Healthcare 13.25%
4 Financials 12.38%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.74M 0.07%
62,237
-4,148
252
$2.67M 0.07%
108,218
+818
253
$2.61M 0.07%
98,924
-1,986
254
$2.61M 0.07%
+51,985
255
$2.58M 0.06%
13,910
+580
256
$2.53M 0.06%
32,198
+278
257
$2.48M 0.06%
28,443
-1,611
258
$2.47M 0.06%
19,550
+2,205
259
$2.46M 0.06%
51,993
-23
260
$2.39M 0.06%
102,595
-736,617
261
$2.35M 0.06%
49,719
-2,925
262
$2.34M 0.06%
73,442
-325
263
$2.33M 0.06%
27,814
-1,854
264
$2.3M 0.06%
7,959
-406
265
$2.27M 0.06%
16,893
+350
266
$2.24M 0.06%
378,960
+6,000
267
$2.24M 0.06%
55,060
+270
268
$2.24M 0.06%
17,633
-2,709
269
$2.23M 0.06%
124,609
+860
270
$2.22M 0.06%
28,413
+125
271
$2.21M 0.06%
50,035
-96,899
272
$2.2M 0.06%
20,571
+3,708
273
$2.19M 0.05%
22,404
+1,629
274
$2.17M 0.05%
+35,298
275
$2.17M 0.05%
75,894
-823,238
9 10
11
12 13