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
$4.28B
AUM Growth
+$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$89.4M
2
+$82M
3
+$57M
4
MSFT icon
Microsoft
MSFT
+$55.6M
5
META icon
Meta Platforms (Facebook)
META
+$50.1M

Top Sells

1
+$20.5M
2
+$20M
3
+$16.9M
4
BP icon
BP
BP
+$15.2M
5
GE icon
GE Aerospace
GE
+$14.6M

Sector Composition

1 Healthcare 17.14%
2 Financials 12.35%
3 Technology 12.23%
4 Communication Services 10.2%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$671K 0.02%
48,800
377
$669K 0.02%
20,775
-107
378
$668K 0.02%
25,708
-1,764
379
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380
$653K 0.02%
23,655
+5,750
381
$649K 0.02%
16,220
382
$633K 0.01%
4,992
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383
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30,915
-5,541
384
$633K 0.01%
25,408
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385
$632K 0.01%
29,738
386
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55,600
-111,903
387
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+34,955
388
$624K 0.01%
+38,030
389
$623K 0.01%
24,108
-1,748
390
$620K 0.01%
57,789
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391
$617K 0.01%
+21,300
392
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5,495
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393
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394
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395
$603K 0.01%
82,827
-114,611
396
$602K 0.01%
+15,188
397
$581K 0.01%
5,500
398
$576K 0.01%
16,643
-579
399
$574K 0.01%
18,074
400
$571K 0.01%
17,260
14 15
16
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