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
326
$1.29M 0.03%
9,342
327
$1.24M 0.03%
60,999
-691
328
$1.23M 0.03%
14,547
-652
329
$1.23M 0.03%
30,437
+2,900
330
$1.23M 0.03%
8,012
-3,900
331
$1.22M 0.03%
12,205
+5,540
332
$1.22M 0.03%
29,890
-3,400
333
$1.21M 0.03%
23,955
+1
334
$1.21M 0.03%
20,714
-1,673
335
$1.2M 0.03%
+32,763
336
$1.2M 0.03%
7,076
-112
337
$1.18M 0.03%
40,857
-1,138
338
$1.16M 0.03%
5,779
+2,932
339
$1.16M 0.03%
7,390
+85
340
$1.14M 0.03%
+72,430
341
$1.14M 0.03%
17,173
-570
342
$1.14M 0.03%
32,550
-3,217
343
$1.13M 0.03%
6,510
344
$1.13M 0.03%
35,335
+3,395
345
$1.11M 0.03%
+6,440
346
$1.1M 0.03%
4,158
-289
347
$1.1M 0.03%
20,162
348
$1.1M 0.03%
25,844
+609
349
$1.09M 0.03%
5,652
-1,702
350
$1.09M 0.03%
14,835
+700
12 13
14
15 16