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
326
$981K 0.02%
11,672
+1,143
327
$963K 0.02%
19,437
-271
328
$958K 0.02%
24,600
+5,800
329
$950K 0.02%
10,812
+12
330
$948K 0.02%
22,223
+11
331
$947K 0.02%
31,171
-127,478
332
$946K 0.02%
7,165
-127,858
333
$934K 0.02%
7,910
+665
334
$932K 0.02%
9,662
335
$930K 0.02%
43,930
336
$924K 0.02%
14,784
+1,340
337
$905K 0.02%
19,535
-1,085
338
$902K 0.02%
19,287
+213
339
$895K 0.02%
11,326
-945
340
$883K 0.02%
7,062
-11,033
341
$883K 0.02%
17,206
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342
$882K 0.02%
21,088
-3,686
343
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13,999
+1,637
344
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18,975
-1,350
345
$848K 0.02%
44,572
+12,752
346
$846K 0.02%
7,646
-70
347
$842K 0.02%
17,520
+4,950
348
$838K 0.02%
35,912
-3,696
349
$836K 0.02%
+24,900
350
$828K 0.02%
10,389
-1,564
12 13
14
15 16