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
376
$975K 0.02%
623
+81
377
$974K 0.02%
46,253
+1,237
378
$966K 0.02%
+29,730
379
$965K 0.02%
147,175
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380
$964K 0.02%
57,750
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381
$964K 0.02%
7,261
-751
382
$954K 0.02%
7,035
-3,621
383
$949K 0.02%
74,000
+13,500
384
$948K 0.02%
+21,530
385
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386
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38,616
-7,240
387
$937K 0.02%
128,771
-321,910
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$921K 0.02%
111,734
+651
389
$918K 0.02%
17,690
-255
390
$918K 0.02%
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391
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392
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3,888
-5,386
393
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30,100
394
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26,070
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395
$902K 0.02%
24,586
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396
$894K 0.02%
49,593
+3,311
397
$891K 0.02%
45,619
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398
$886K 0.02%
66,618
-264,620
399
$884K 0.02%
8,847
-470
400
$882K 0.02%
6,350
-90
14 15
16
17 18