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
$4.01B
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$29.4M
3
+$28.7M
4
LOW icon
Lowe's Companies
LOW
+$26.2M
5
CMI icon
Cummins
CMI
+$20.7M

Top Sells

1
+$39.1M
2
+$32.5M
3
+$31.7M
4
GIS icon
General Mills
GIS
+$27.7M
5
HD icon
Home Depot
HD
+$27.5M

Sector Composition

1 Healthcare 17.88%
2 Technology 13.15%
3 Financials 10.92%
4 Communication Services 9.73%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.18M 0.03%
32,676
-3,970
327
$1.18M 0.03%
6,876
-109
328
$1.17M 0.03%
49,825
-131,390
329
$1.16M 0.03%
15,939
-1,310
330
$1.16M 0.03%
20,225
-6,977
331
$1.14M 0.03%
44,738
+34,975
332
$1.13M 0.03%
21,075
-5,605
333
$1.12M 0.03%
19,323
+103
334
$1.11M 0.03%
19,034
-1,038
335
$1.09M 0.03%
10,715
-200
336
$1.09M 0.03%
19,439
+1
337
$1.08M 0.03%
98,304
338
$1.08M 0.03%
9,663
339
$1.08M 0.03%
11,335
-175
340
$1.07M 0.03%
85,287
+3,124
341
$1.06M 0.03%
+41,567
342
$1.06M 0.03%
19,324
-2,551
343
$1.05M 0.03%
11,803
+3
344
$1.04M 0.03%
49,183
+35,681
345
$1.04M 0.03%
11,351
346
$1.03M 0.03%
15,714
-1,138
347
$1.02M 0.03%
8,510
+300
348
$1.02M 0.03%
43,792
+34,603
349
$1M 0.03%
18,661
-563
350
$986K 0.02%
8,868
+363
12 13
14
15 16