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
351
$1.08M 0.02%
20,162
352
$1.08M 0.02%
42,666
+1,980
353
$1.07M 0.02%
41,856
+2,725
354
$1.05M 0.02%
+20,736
355
$1.05M 0.02%
+31,185
356
$1.05M 0.02%
+41,995
357
$1.04M 0.02%
19,865
-3,090
358
$1.03M 0.02%
15,916
-100
359
$1.03M 0.02%
9,262
-6,837
360
$1.02M 0.02%
+9,714
361
$1.02M 0.02%
21,256
+25
362
$1.01M 0.02%
+31,940
363
$1M 0.02%
31,440
-4,945
364
$1M 0.02%
31,970
+995
365
$996K 0.02%
+14,135
366
$993K 0.02%
20,075
+5,535
367
$982K 0.02%
46,490
-7,085
368
$978K 0.02%
45,917
-2,005
369
$974K 0.02%
62,420
+560
370
$969K 0.02%
+12,485
371
$956K 0.02%
22,450
-2,750
372
$952K 0.02%
15,542
-133,024
373
$942K 0.02%
29,077
+580
374
$926K 0.02%
67,305
+825
375
$923K 0.02%
38,921
+1,973
13 14
15
16 17