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
351
$976K 0.02%
13,959
+873
352
$969K 0.02%
10,926
+191
353
$951K 0.02%
25,400
354
$950K 0.02%
31,791
-13,284
355
$939K 0.02%
35,525
+2,050
356
$930K 0.02%
6,842
-10
357
$930K 0.02%
+11,998
358
$916K 0.02%
28,496
-244
359
$911K 0.02%
8,024
-165,016
360
$910K 0.02%
13,408
-202,018
361
$897K 0.02%
22,246
+12
362
$874K 0.02%
6,649
+1,988
363
$873K 0.02%
9,913
-75
364
$872K 0.02%
+8,565
365
$860K 0.02%
5,874
-46
366
$839K 0.02%
22,908
-100
367
$838K 0.02%
15,777
-399
368
$826K 0.02%
5,261
-4,330
369
$819K 0.02%
6,216
-194
370
$819K 0.02%
30,768
-724
371
$815K 0.02%
24,900
372
$807K 0.02%
22,616
-998
373
$807K 0.02%
30,865
+675
374
$799K 0.02%
19,511
-59
375
$793K 0.02%
19,695
-1,560
13 14
15
16 17