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
301
$1.58M 0.03%
40,404
+388
302
$1.57M 0.03%
19,886
-1,379
303
$1.55M 0.03%
22,206
+185
304
$1.5M 0.03%
7,360
-146
305
$1.48M 0.03%
33,770
-1,000
306
$1.48M 0.03%
30,400
-7,600
307
$1.48M 0.03%
18,150
-1,206
308
$1.48M 0.03%
7,354
-98,591
309
$1.46M 0.03%
10,174
-10,999
310
$1.45M 0.03%
9,817
-580
311
$1.44M 0.03%
25,510
-875
312
$1.44M 0.03%
7,647
-175
313
$1.44M 0.03%
25,345
+9,405
314
$1.37M 0.03%
9,342
+5,272
315
$1.37M 0.03%
11,695
-546
316
$1.36M 0.03%
32,525
+20,085
317
$1.33M 0.03%
84,900
318
$1.33M 0.03%
15,199
-1,183
319
$1.32M 0.03%
22,387
-450
320
$1.32M 0.03%
+17,185
321
$1.31M 0.03%
12,155
-460
322
$1.3M 0.03%
+13,495
323
$1.3M 0.03%
6,390
-385
324
$1.3M 0.03%
7,188
-5,346
325
$1.28M 0.03%
23,954
+1,002
11 12
13
14 15