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
$4.01B
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$29.4M
3
+$28.7M
4
LOW icon
Lowe's Companies
LOW
+$26.2M
5
CMI icon
Cummins
CMI
+$20.7M

Top Sells

1
+$39.1M
2
+$32.5M
3
+$31.7M
4
GIS icon
General Mills
GIS
+$27.7M
5
HD icon
Home Depot
HD
+$27.5M

Sector Composition

1 Healthcare 17.88%
2 Technology 13.15%
3 Financials 10.92%
4 Communication Services 9.73%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.99M 0.05%
43,989
+3,050
277
$1.94M 0.05%
34,819
+6,962
278
$1.86M 0.05%
35,102
-30,445
279
$1.85M 0.05%
36,687
+12,624
280
$1.82M 0.05%
46,884
-22,336
281
$1.82M 0.05%
74,843
-19,770
282
$1.8M 0.05%
32,438
-9,168
283
$1.77M 0.04%
97,926
-233,600
284
$1.71M 0.04%
32,278
+7,220
285
$1.71M 0.04%
19,624
+1
286
$1.7M 0.04%
51,834
-2,567
287
$1.68M 0.04%
44,477
-340,050
288
$1.63M 0.04%
28,764
+334
289
$1.58M 0.04%
17,712
-250
290
$1.58M 0.04%
45,720
-7,500
291
$1.58M 0.04%
37,078
-36,950
292
$1.54M 0.04%
14,365
293
$1.52M 0.04%
14,285
+6,192
294
$1.52M 0.04%
21,250
-388,255
295
$1.5M 0.04%
59,302
+46,500
296
$1.5M 0.04%
50,250
+5,039
297
$1.45M 0.04%
27,696
+1,220
298
$1.41M 0.04%
53,819
299
$1.4M 0.03%
51,812
+7,907
300
$1.39M 0.03%
63,962
+45,739
10 11
12
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