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
$4.63B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$29.1M
3
+$28.8M
4
WYNN icon
Wynn Resorts
WYNN
+$25.5M
5
ZTS icon
Zoetis
ZTS
+$22.4M

Top Sells

1
+$34.1M
2
+$31.1M
3
+$23.9M
4
EHC icon
Encompass Health
EHC
+$23.2M
5
MAR icon
Marriott International
MAR
+$22.1M

Sector Composition

1 Technology 16.91%
2 Financials 14.18%
3 Consumer Discretionary 12.08%
4 Healthcare 11.8%
5 Industrials 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.3M 0.05%
20,295
-420
277
$2.22M 0.05%
11,269
+1,110
278
$2.03M 0.04%
8,665
-120
279
$2.02M 0.04%
11,912
-140,765
280
$2M 0.04%
12,723
-2,307
281
$1.97M 0.04%
16,793
+1,625
282
$1.97M 0.04%
19,372
+488
283
$1.96M 0.04%
+68,660
284
$1.93M 0.04%
397,840
+800
285
$1.91M 0.04%
33,330
+16,850
286
$1.91M 0.04%
35,582
+2,221
287
$1.84M 0.04%
4,906
-360
288
$1.8M 0.04%
8,605
+5,103
289
$1.77M 0.04%
15,456
+6,272
290
$1.76M 0.04%
13,811
+216
291
$1.74M 0.04%
37,949
-600
292
$1.73M 0.04%
107,985
-10,020
293
$1.72M 0.04%
15,183
-925
294
$1.71M 0.04%
17,843
-1,641
295
$1.69M 0.04%
32,272
-9,208
296
$1.68M 0.04%
15,903
-1,213
297
$1.66M 0.04%
9,631
+2,418
298
$1.65M 0.04%
19,644
-751
299
$1.65M 0.04%
11,240
-214
300
$1.61M 0.03%
34,794
-131,675
10 11
12
13 14