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
401
$639K 0.02%
15,995
+45
402
$637K 0.02%
21,400
-300
403
$634K 0.02%
18,004
+100
404
$630K 0.02%
15,440
-1,406
405
$620K 0.02%
+67,800
406
$619K 0.02%
94,820
407
$615K 0.02%
19,666
-6,250
408
$614K 0.02%
20,765
+5,975
409
$603K 0.02%
2,564
-400
410
$602K 0.02%
7,408
+601
411
$598K 0.01%
23,028
+477
412
$596K 0.01%
12,666
+2,804
413
$592K 0.01%
15,188
414
$588K 0.01%
7,979
+800
415
$583K 0.01%
+21,500
416
$583K 0.01%
11,272
-2,225
417
$580K 0.01%
730
418
$578K 0.01%
14,076
+1,121
419
$573K 0.01%
12,295
+1,620
420
$568K 0.01%
+44,030
421
$563K 0.01%
12,755
+5,010
422
$558K 0.01%
30,880
423
$555K 0.01%
18,070
-4,170
424
$553K 0.01%
7,175
425
$551K 0.01%
12,849
15 16
17
18 19