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
326
$1.28M 0.03%
38,764
+380
327
$1.28M 0.03%
6,510
328
$1.27M 0.03%
33,290
+1,900
329
$1.26M 0.03%
17,156
-103,935
330
$1.26M 0.03%
35,767
-747
331
$1.26M 0.03%
7,305
-525
332
$1.24M 0.03%
61,690
+20,575
333
$1.23M 0.03%
28,397
+502
334
$1.23M 0.03%
15,461
-2,007
335
$1.21M 0.03%
27,537
+177
336
$1.2M 0.03%
4,447
+2,022
337
$1.17M 0.03%
25,235
+255
338
$1.16M 0.03%
20,650
-1,897
339
$1.16M 0.03%
52,270
-3,800
340
$1.15M 0.02%
12,693
+1,198
341
$1.15M 0.02%
18,708
-168,642
342
$1.15M 0.02%
17,743
-3,396
343
$1.14M 0.02%
29,636
-535
344
$1.14M 0.02%
31,946
-98,240
345
$1.13M 0.02%
14,330
346
$1.11M 0.02%
38,659
+3,839
347
$1.11M 0.02%
28,100
+300
348
$1.11M 0.02%
18,713
-516
349
$1.1M 0.02%
8,759
-597
350
$1.1M 0.02%
+10,340
12 13
14
15 16