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
$4.42B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$42.3M
3
+$28.2M
4
DXC icon
DXC Technology
DXC
+$26.6M
5
GWW icon
W.W. Grainger
GWW
+$25.2M

Top Sells

1
+$31.6M
2
+$22.8M
3
+$22.2M
4
DIS icon
Walt Disney
DIS
+$21.7M
5
KMB icon
Kimberly-Clark
KMB
+$21.5M

Sector Composition

1 Technology 18.34%
2 Financials 13.82%
3 Healthcare 13.2%
4 Consumer Discretionary 10.87%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.36M 0.05%
48,755
+8,003
277
$2.35M 0.05%
5,266
-430
278
$2.28M 0.05%
50,825
+23,180
279
$2.28M 0.05%
40,731
+1,354
280
$2.23M 0.05%
21,173
-49,127
281
$2.22M 0.05%
46,280
+8,600
282
$2.21M 0.05%
20,715
-143,106
283
$2.19M 0.05%
41,480
+580
284
$1.99M 0.05%
12,534
+1,231
285
$1.98M 0.04%
23,634
-49
286
$1.92M 0.04%
18,884
+2,192
287
$1.92M 0.04%
16,099
-350
288
$1.91M 0.04%
105,306
-1,647
289
$1.9M 0.04%
17,116
-100
290
$1.88M 0.04%
50,630
-294,745
291
$1.87M 0.04%
15,030
-120
292
$1.81M 0.04%
144,465
-5,675
293
$1.79M 0.04%
33,361
-1,785
294
$1.79M 0.04%
12,700
-140
295
$1.78M 0.04%
10,159
-29
296
$1.77M 0.04%
397,040
+161,800
297
$1.76M 0.04%
20,530
-37,812
298
$1.76M 0.04%
16,108
-8,525
299
$1.74M 0.04%
16,660
-665
300
$1.74M 0.04%
38,549
-1,150
10 11
12
13 14