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
301
$1.56M 0.04%
+23,621
302
$1.56M 0.04%
34,442
-352
303
$1.55M 0.04%
15,453
-113,985
304
$1.54M 0.04%
20,395
-45,508
305
$1.48M 0.04%
7,300
-2,874
306
$1.48M 0.04%
21,606
-600
307
$1.47M 0.04%
33,570
-200
308
$1.46M 0.04%
25,110
-400
309
$1.45M 0.04%
53,193
-155,898
310
$1.45M 0.04%
12,806
+4,875
311
$1.44M 0.04%
12,596
+441
312
$1.44M 0.04%
18,121
-29
313
$1.44M 0.04%
16,863
-980
314
$1.42M 0.04%
29,770
+8,514
315
$1.4M 0.04%
6,355
-35
316
$1.39M 0.04%
85,993
+1,093
317
$1.38M 0.04%
48,875
+10,216
318
$1.37M 0.04%
8,180
+820
319
$1.36M 0.03%
17,564
-2,080
320
$1.36M 0.03%
+18,699
321
$1.34M 0.03%
111,083
+43,778
322
$1.34M 0.03%
20,679
-42,399
323
$1.31M 0.03%
21,320
+9,160
324
$1.31M 0.03%
18,906
+7,120
325
$1.29M 0.03%
10,070
-74,620
11 12
13
14 15