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
$4B
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$35.1M
3
+$34.1M
4
NTAP icon
NetApp
NTAP
+$32.2M
5
FIS icon
Fidelity National Information Services
FIS
+$31.8M

Top Sells

1
+$59.6M
2
+$43.5M
3
+$42.1M
4
UNH icon
UnitedHealth
UNH
+$41.4M
5
INTU icon
Intuit
INTU
+$41.2M

Sector Composition

1 Technology 20.57%
2 Consumer Discretionary 14.48%
3 Healthcare 13.25%
4 Financials 12.38%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.15M 0.03%
13,727
-820
352
$1.14M 0.03%
73,805
+1,375
353
$1.14M 0.03%
32,552
-8,305
354
$1.13M 0.03%
6,080
-275
355
$1.13M 0.03%
+86,607
356
$1.12M 0.03%
29,997
-440
357
$1.12M 0.03%
20,162
358
$1.11M 0.03%
14,106
-200
359
$1.1M 0.03%
+26,090
360
$1.09M 0.03%
+8,467
361
$1.09M 0.03%
15,970
-5,350
362
$1.09M 0.03%
+16,420
363
$1.09M 0.03%
8,435
+1,018
364
$1.09M 0.03%
42,599
+1,110
365
$1.08M 0.03%
43,453
+1,515
366
$1.08M 0.03%
6,510
367
$1.07M 0.03%
24,915
-957
368
$1.06M 0.03%
18,888
-1,826
369
$1.06M 0.03%
27,400
-400
370
$1.04M 0.03%
14,238
-3,883
371
$1.03M 0.03%
16,108
-1,065
372
$1.02M 0.03%
+45,690
373
$1M 0.03%
64,210
+955
374
$1M 0.03%
15,916
375
$1M 0.03%
25,998
+154
13 14
15
16 17