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
$4.06B
AUM Growth
-$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$27.4M
3
+$25.4M
4
V icon
Visa
V
+$22.1M
5
CLX icon
Clorox
CLX
+$21M

Top Sells

1
+$51.2M
2
+$32.4M
3
+$24.8M
4
CTSH icon
Cognizant
CTSH
+$24M
5
UAL icon
United Airlines
UAL
+$22.6M

Sector Composition

1 Healthcare 17.26%
2 Technology 13.82%
3 Financials 10.83%
4 Communication Services 10.33%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.56M 0.04%
17,962
+6,290
277
$1.55M 0.04%
25,615
+4,325
278
$1.51M 0.04%
9,591
-99
279
$1.51M 0.04%
17,438
+17
280
$1.47M 0.04%
37,560
+600
281
$1.44M 0.04%
26,476
-1,445
282
$1.43M 0.04%
5,481
-1,475
283
$1.41M 0.03%
37,985
-87,979
284
$1.41M 0.03%
21,875
-17,288
285
$1.4M 0.03%
5,089
-3,089
286
$1.4M 0.03%
51,640
-500
287
$1.4M 0.03%
16,150
-212,018
288
$1.4M 0.03%
53,819
289
$1.4M 0.03%
18,241
-294
290
$1.39M 0.03%
47,803
-11,303
291
$1.35M 0.03%
212,970
+19,218
292
$1.35M 0.03%
43,745
+547
293
$1.35M 0.03%
44,380
-1,233
294
$1.33M 0.03%
14,365
+1,665
295
$1.32M 0.03%
25,058
+1,186
296
$1.29M 0.03%
25,866
-398
297
$1.28M 0.03%
45,105
-4,397
298
$1.25M 0.03%
19,926
-658
299
$1.25M 0.03%
145,968
+7,503
300
$1.25M 0.03%
+14,140
10 11
12
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