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
$4B
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$35.1M
3
+$34.1M
4
NTAP icon
NetApp
NTAP
+$32.2M
5
FIS icon
Fidelity National Information Services
FIS
+$31.8M

Top Sells

1
+$59.6M
2
+$43.5M
3
+$42.1M
4
UNH icon
UnitedHealth
UNH
+$41.4M
5
INTU icon
Intuit
INTU
+$41.2M

Sector Composition

1 Technology 20.57%
2 Consumer Discretionary 14.48%
3 Healthcare 13.25%
4 Financials 12.38%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$873K 0.02%
11,175
-1,120
402
$872K 0.02%
8,445
-6,878
403
$870K 0.02%
18,850
-265
404
$868K 0.02%
34,147
-25
405
$854K 0.02%
31,323
-420
406
$852K 0.02%
33,539
+830
407
$851K 0.02%
10,448
-641
408
$850K 0.02%
10,054
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409
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+25,098
410
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12,455
-498
411
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50,265
+5,385
412
$843K 0.02%
33,221
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413
$839K 0.02%
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-5,550
414
$837K 0.02%
8,124
-16
415
$835K 0.02%
21,510
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416
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15,544
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417
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4,000
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418
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19,272
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419
$783K 0.02%
40,050
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420
$767K 0.02%
30,175
-2,867
421
$763K 0.02%
17,231
-1,334
422
$763K 0.02%
13,138
+31
423
$756K 0.02%
14,511
-3,118
424
$752K 0.02%
21,128
+328
425
$747K 0.02%
11,549
-1,235
15 16
17
18 19