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
$3.9B
AUM Growth
-$730M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$32.3M
3
+$28.7M
4
FHI icon
Federated Hermes
FHI
+$28M
5
FTNT icon
Fortinet
FTNT
+$23.8M

Top Sells

1
+$44.9M
2
+$43M
3
+$41.8M
4
AAPL icon
Apple
AAPL
+$37.6M
5
C icon
Citigroup
C
+$30.7M

Sector Composition

1 Technology 20.58%
2 Financials 14.06%
3 Healthcare 13.5%
4 Consumer Discretionary 12.8%
5 Industrials 12.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.07M 0.05%
+13,442
277
$2.06M 0.05%
11,250
+1,619
278
$2.06M 0.05%
11,241
-28
279
$2.01M 0.05%
8,365
-300
280
$1.96M 0.05%
+26,478
281
$1.96M 0.05%
9,274
+669
282
$1.95M 0.05%
41,257
+12,860
283
$1.92M 0.05%
54,790
+34,430
284
$1.88M 0.05%
16,543
-250
285
$1.88M 0.05%
23,486
+3,600
286
$1.86M 0.05%
100,314
-1,575,516
287
$1.86M 0.05%
25,431
-6,925
288
$1.77M 0.05%
31,481
+6,136
289
$1.77M 0.05%
15,323
-133
290
$1.77M 0.05%
+15,820
291
$1.73M 0.04%
104,985
-3,000
292
$1.71M 0.04%
39,469
+1,520
293
$1.69M 0.04%
20,775
+3,590
294
$1.65M 0.04%
7,652
+5
295
$1.62M 0.04%
19,585
+7,100
296
$1.62M 0.04%
31,154
-1,118
297
$1.61M 0.04%
10,945
-295
298
$1.58M 0.04%
15,853
-50
299
$1.57M 0.04%
15,872
+689
300
$1.57M 0.04%
10,656
-2,067
10 11
12
13 14