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
$1.96B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.7M
3
+$10.2M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$10M
5
PYPL icon
PayPal
PYPL
+$9.85M

Top Sells

1
+$10.8M
2
+$10M
3
+$9.26M
4
MSFT icon
Microsoft
MSFT
+$7.98M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.48M

Sector Composition

1 Technology 15.47%
2 Healthcare 12.95%
3 Financials 12.36%
4 Consumer Discretionary 10.29%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.43M 0.07%
57,965
+6,322
277
$1.42M 0.07%
38,199
+13,670
278
$1.42M 0.07%
117,103
+19,451
279
$1.4M 0.07%
13,230
-30
280
$1.39M 0.07%
12,300
-1,000
281
$1.38M 0.07%
34,900
-75
282
$1.38M 0.07%
15,346
+85
283
$1.38M 0.07%
57,173
-3,202
284
$1.38M 0.07%
33,353
-6,836
285
$1.38M 0.07%
47,593
+546
286
$1.37M 0.07%
15,380
-30
287
$1.36M 0.07%
25,176
-253
288
$1.36M 0.07%
24,593
+7,906
289
$1.35M 0.07%
47,410
290
$1.34M 0.07%
11,255
+3,405
291
$1.32M 0.07%
109,449
+14,312
292
$1.31M 0.07%
33,962
+151
293
$1.3M 0.07%
+22,983
294
$1.3M 0.07%
59,973
+450
295
$1.29M 0.07%
37,970
+588
296
$1.28M 0.07%
45,056
+140
297
$1.28M 0.07%
13,640
-200
298
$1.28M 0.07%
6,718
+45
299
$1.26M 0.06%
22,849
+195
300
$1.24M 0.06%
+17,913
10 11
12
13 14