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
426
$477K 0.01%
85,115
427
$475K 0.01%
26,762
428
$471K 0.01%
12,849
-263,811
429
$471K 0.01%
6,057
+105
430
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2,631
-424
431
$470K 0.01%
19,622
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432
$466K 0.01%
13,066
-11,855
433
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14,955
434
$453K 0.01%
33,295
435
$447K 0.01%
9,758
-1,568
436
$446K 0.01%
2,292
437
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15,310
438
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4,453
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439
$439K 0.01%
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440
$437K 0.01%
5,175
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441
$436K 0.01%
22,990
442
$435K 0.01%
13,200
-1,900
443
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444
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3,121
445
$435K 0.01%
8,621
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446
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60,830
447
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36,489
-65,439
448
$429K 0.01%
6,806
-298
449
$428K 0.01%
+22,180
450
$426K 0.01%
+13,245
16 17
18
19 20