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
$4.28B
AUM Growth
+$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$89.4M
2
+$82M
3
+$57M
4
MSFT icon
Microsoft
MSFT
+$55.6M
5
META icon
Meta Platforms (Facebook)
META
+$50.1M

Top Sells

1
+$20.5M
2
+$20M
3
+$16.9M
4
BP icon
BP
BP
+$15.2M
5
GE icon
GE Aerospace
GE
+$14.6M

Sector Composition

1 Healthcare 17.14%
2 Financials 12.35%
3 Technology 12.23%
4 Communication Services 10.2%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.25M 0.03%
23,872
-226
302
$1.25M 0.03%
20,584
+321
303
$1.24M 0.03%
193,752
+4,830
304
$1.24M 0.03%
25,137
-8,399
305
$1.23M 0.03%
14,459
+3,008
306
$1.21M 0.03%
17,397
-2,430
307
$1.2M 0.03%
45,590
-576,853
308
$1.2M 0.03%
138,465
+3
309
$1.19M 0.03%
29,713
-6,827
310
$1.19M 0.03%
35,455
-57,512
311
$1.16M 0.03%
10,440
312
$1.15M 0.03%
35,048
-5,617
313
$1.14M 0.03%
84,212
+5,975
314
$1.14M 0.03%
99,254
315
$1.14M 0.03%
6,096
+128
316
$1.13M 0.03%
13,395
-62,430
317
$1.13M 0.03%
38,294
+8,800
318
$1.13M 0.03%
6,036
-714
319
$1.12M 0.03%
26,264
+2,250
320
$1.11M 0.03%
17,135
-3,001
321
$1.08M 0.03%
36,136
-870
322
$1.08M 0.03%
19,324
+2,331
323
$1.06M 0.02%
7,638
-146,891
324
$1.06M 0.02%
+22,075
325
$993K 0.02%
12,700
+2,600
11 12
13
14 15