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
351
$1.08M 0.03%
+19,085
352
$1.08M 0.03%
45,856
+6,935
353
$1.08M 0.03%
27,800
+1,315
354
$1.07M 0.03%
8,765
+6
355
$1.06M 0.03%
41,489
-367
356
$1.05M 0.03%
+52,580
357
$1.04M 0.03%
+35,015
358
$1.04M 0.03%
26,430
-128,483
359
$1.04M 0.03%
41,938
-728
360
$1.04M 0.03%
+17,195
361
$1.02M 0.03%
29,390
-2,556
362
$1.02M 0.03%
39,803
+1,039
363
$1.02M 0.03%
15,916
364
$1M 0.03%
30,100
+2,000
365
$1M 0.03%
+14,306
366
$984K 0.03%
9,317
-100
367
$979K 0.03%
24,921
-4,156
368
$977K 0.03%
17,688
-307,949
369
$976K 0.03%
17,945
+1,045
370
$975K 0.03%
25,872
-3,764
371
$972K 0.02%
39,489
-2,181
372
$967K 0.02%
7,417
+2,285
373
$964K 0.02%
12,295
-3,166
374
$961K 0.02%
42,150
+2,000
375
$960K 0.02%
22,985
-9,540
13 14
15
16 17