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
401
$567K 0.01%
11,246
+2,961
402
$565K 0.01%
14,592
+5,432
403
$562K 0.01%
2,964
404
$555K 0.01%
+62,781
405
$555K 0.01%
10,637
+5
406
$542K 0.01%
4,250
407
$542K 0.01%
2,919
-1,101
408
$533K 0.01%
+33,460
409
$532K 0.01%
24,861
410
$524K 0.01%
+26,905
411
$519K 0.01%
8,957
-187
412
$516K 0.01%
5,615
-903
413
$515K 0.01%
+17,430
414
$509K 0.01%
3,030
-690
415
$508K 0.01%
685
416
$499K 0.01%
+11,660
417
$498K 0.01%
53,163
+3,470
418
$498K 0.01%
+24,865
419
$494K 0.01%
24,645
420
$491K 0.01%
3,269
+7
421
$490K 0.01%
14,172
422
$488K 0.01%
17,953
-3,603
423
$487K 0.01%
10,615
424
$485K 0.01%
18,902
-1,750
425
$481K 0.01%
23,605
15 16
17
18 19