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
$1.96B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.7M
3
+$10.2M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$10M
5
PYPL icon
PayPal
PYPL
+$9.85M

Top Sells

1
+$10.8M
2
+$10M
3
+$9.26M
4
MSFT icon
Microsoft
MSFT
+$7.98M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.48M

Sector Composition

1 Technology 15.47%
2 Healthcare 12.95%
3 Financials 12.36%
4 Consumer Discretionary 10.29%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.72M 0.09%
+59,859
252
$1.71M 0.09%
9,362
+250
253
$1.66M 0.08%
79,976
+494
254
$1.65M 0.08%
33,024
-1,300
255
$1.64M 0.08%
20,311
-230
256
$1.62M 0.08%
34,675
+513
257
$1.59M 0.08%
29,914
-893
258
$1.59M 0.08%
14,000
259
$1.57M 0.08%
53,074
-5,313
260
$1.57M 0.08%
31,028
-8,839
261
$1.55M 0.08%
97,326
+621
262
$1.54M 0.08%
31,594
+2,351
263
$1.52M 0.08%
31,778
+2,786
264
$1.5M 0.08%
29,081
+2,346
265
$1.5M 0.08%
86,746
-155
266
$1.49M 0.08%
18,951
+9,811
267
$1.48M 0.08%
31,514
-625
268
$1.47M 0.08%
+53,110
269
$1.47M 0.08%
+87,905
270
$1.47M 0.07%
32,963
+71
271
$1.46M 0.07%
21,258
-250
272
$1.45M 0.07%
14,591
+763
273
$1.45M 0.07%
64,274
+560
274
$1.44M 0.07%
9,069
+101
275
$1.44M 0.07%
+131,650
9 10
11
12 13