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
376
$780K 0.02%
23,932
-2,580
377
$771K 0.02%
4,659
378
$771K 0.02%
37,353
-10,450
379
$768K 0.02%
66,245
380
$765K 0.02%
37,695
+20,595
381
$752K 0.02%
20,162
382
$749K 0.02%
30,958
-929
383
$748K 0.02%
+34,744
384
$743K 0.02%
9,607
+315
385
$739K 0.02%
28,957
-123
386
$730K 0.02%
17,950
387
$725K 0.02%
23,035
+400
388
$719K 0.02%
11,346
-600
389
$709K 0.02%
12,844
-1,940
390
$700K 0.02%
+27,243
391
$699K 0.02%
18,705
-2,820
392
$686K 0.02%
+15,987
393
$684K 0.02%
17,625
+115
394
$684K 0.02%
20,940
-61,835
395
$672K 0.02%
36,505
+13,810
396
$667K 0.02%
5,133
397
$650K 0.02%
16,411
+914
398
$646K 0.02%
25,719
-19,386
399
$643K 0.02%
11,020
+85
400
$640K 0.02%
50,367
+250
14 15
16
17 18