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
301
$1.23M 0.06%
30,949
+54
302
$1.22M 0.06%
14,080
-39,526
303
$1.21M 0.06%
76,877
+1,006
304
$1.21M 0.06%
25,200
305
$1.21M 0.06%
13,643
-100
306
$1.2M 0.06%
8,918
-105
307
$1.2M 0.06%
11,215
-1,035
308
$1.2M 0.06%
21,164
+231
309
$1.19M 0.06%
+32,928
310
$1.18M 0.06%
35,973
+410
311
$1.18M 0.06%
46,108
+500
312
$1.18M 0.06%
18,980
-49
313
$1.17M 0.06%
30,448
+730
314
$1.17M 0.06%
36,305
-5,340
315
$1.15M 0.06%
70,916
+952
316
$1.14M 0.06%
18,354
-17,969
317
$1.14M 0.06%
49,780
-105
318
$1.14M 0.06%
24,191
+140
319
$1.14M 0.06%
23,588
-197
320
$1.11M 0.06%
52,495
+744
321
$1.1M 0.06%
4,968
-325
322
$1.09M 0.06%
73,534
+1,555
323
$1.08M 0.06%
6,160
-50
324
$1.08M 0.05%
10,194
+140
325
$1.08M 0.05%
11,062
+2,048
11 12
13
14 15