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
$4.18B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1 +$57.8M
2 +$42.6M
3 +$32M
4
WDC icon
Western Digital
WDC
+$30.4M
5
HD icon
Home Depot
HD
+$23.9M

Top Sells

1 +$30.8M
2 +$23M
3 +$21.5M
4
V icon
Visa
V
+$21.3M
5
LLL
L3 Technologies, Inc.
LLL
+$20.9M

Sector Composition

1 Technology 16.48%
2 Healthcare 15.25%
3 Financials 13.76%
4 Industrials 10.12%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$766K 0.02%
36,495
-1,950
402
$758K 0.02%
14,046
+1,899
403
$752K 0.02%
21,295
+730
404
$734K 0.02%
28,108
-3,739
405
$711K 0.02%
80,209
+13,981
406
$709K 0.02%
5,964
-820
407
$704K 0.02%
6,007
+1,509
408
$701K 0.02%
10,166
409
$698K 0.02%
27,671
-5,920
410
$686K 0.02%
4,286
-975
411
$679K 0.02%
20,685
+8,730
412
$675K 0.02%
42,710
+6,770
413
$668K 0.02%
21,205
+3,440
414
$667K 0.02%
31,456
-10,292
415
$664K 0.02%
51,455
+8,350
416
$664K 0.02%
75,407
-236,820
417
$661K 0.02%
26,777
-9,634
418
$654K 0.02%
4,600
419
$653K 0.02%
18,079
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420
$652K 0.02%
25,930
+4,445
421
$646K 0.02%
5,382
-2,054
422
$643K 0.02%
+17,790
423
$639K 0.02%
83,800
424
$637K 0.02%
+24,940
425
$636K 0.02%
39,785
-149,345