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
276
$1.72M 0.04%
30,218
-2,294
277
$1.63M 0.04%
27,783
-1,760
278
$1.61M 0.04%
42,507
+2,882
279
$1.56M 0.04%
9,690
280
$1.54M 0.04%
28,924
-1,744
281
$1.52M 0.04%
12,750
+1,200
282
$1.51M 0.04%
52,140
+17,490
283
$1.49M 0.03%
7,277
-55,002
284
$1.46M 0.03%
49,502
-13,321
285
$1.43M 0.03%
31,780
-9,570
286
$1.43M 0.03%
17,421
+521
287
$1.39M 0.03%
13,026
-561
288
$1.38M 0.03%
45,613
-545
289
$1.35M 0.03%
18,741
-8,205
290
$1.34M 0.03%
+21,290
291
$1.34M 0.03%
127,209
+18,890
292
$1.33M 0.03%
27,921
-484
293
$1.32M 0.03%
34,857
-1,423
294
$1.31M 0.03%
36,960
+4,860
295
$1.31M 0.03%
27,284
-226,365
296
$1.31M 0.03%
53,819
297
$1.3M 0.03%
44,508
-2,888
298
$1.29M 0.03%
43,198
+931
299
$1.29M 0.03%
10,814
+89
300
$1.26M 0.03%
18,535
-395
10 11
12
13 14