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
$4.63B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$29.1M
3
+$28.8M
4
WYNN icon
Wynn Resorts
WYNN
+$25.5M
5
ZTS icon
Zoetis
ZTS
+$22.4M

Top Sells

1
+$34.1M
2
+$31.1M
3
+$23.9M
4
EHC icon
Encompass Health
EHC
+$23.2M
5
MAR icon
Marriott International
MAR
+$22.1M

Sector Composition

1 Technology 16.91%
2 Financials 14.18%
3 Consumer Discretionary 12.08%
4 Healthcare 11.8%
5 Industrials 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$846K 0.02%
+27,830
402
$845K 0.02%
33,262
+1,086
403
$843K 0.02%
33,261
-31
404
$840K 0.02%
13,892
-334
405
$839K 0.02%
33,137
+1,808
406
$832K 0.02%
8,155
+65
407
$829K 0.02%
44,790
+40
408
$828K 0.02%
12,160
+6,130
409
$822K 0.02%
142,245
+51,380
410
$814K 0.02%
+19,165
411
$810K 0.02%
36,280
-330
412
$806K 0.02%
26,485
-585
413
$800K 0.02%
10,113
+76
414
$790K 0.02%
8,140
-21,289
415
$781K 0.02%
16,267
+4,150
416
$777K 0.02%
18,866
-3,124
417
$768K 0.02%
39,920
+1,025
418
$759K 0.02%
6,665
-315
419
$756K 0.02%
6,204
-200
420
$744K 0.02%
35,281
-1,178
421
$742K 0.02%
41,890
+1,120
422
$740K 0.02%
60,500
+12,500
423
$739K 0.02%
13,955
+5,425
424
$736K 0.02%
11,085
+250
425
$731K 0.02%
72,755
+12,460
15 16
17
18 19