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
$1.96B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.7M
3
+$10.2M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$10M
5
PYPL icon
PayPal
PYPL
+$9.85M

Top Sells

1
+$10.8M
2
+$10M
3
+$9.26M
4
MSFT icon
Microsoft
MSFT
+$7.98M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.48M

Sector Composition

1 Technology 15.47%
2 Healthcare 12.95%
3 Financials 12.36%
4 Consumer Discretionary 10.29%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$815K 0.04%
10,308
-200
377
$807K 0.04%
59,165
+26,105
378
$802K 0.04%
25,830
-1,740
379
$800K 0.04%
20,830
-50
380
$798K 0.04%
8,389
-2,796
381
$798K 0.04%
+26,387
382
$797K 0.04%
19,430
-1,785
383
$794K 0.04%
176,880
-27,000
384
$794K 0.04%
53,186
+12,015
385
$793K 0.04%
6,616
-164
386
$785K 0.04%
21,558
-109
387
$784K 0.04%
30,556
-10
388
$761K 0.04%
36,017
+16,065
389
$753K 0.04%
51,018
+13,468
390
$752K 0.04%
29,549
-324
391
$747K 0.04%
28,791
-15
392
$745K 0.04%
92,875
+640
393
$738K 0.04%
58,740
394
$723K 0.04%
29,250
-271
395
$721K 0.04%
+375
396
$713K 0.04%
13,503
-349
397
$713K 0.04%
6,725
+1,950
398
$706K 0.04%
130,304
-116,854
399
$704K 0.04%
6,841
-39
400
$699K 0.04%
39,770
-23,555
14 15
16
17 18