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
$4.06B
AUM Growth
-$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$27.4M
3
+$25.4M
4
V icon
Visa
V
+$22.1M
5
CLX icon
Clorox
CLX
+$21M

Top Sells

1
+$51.2M
2
+$32.4M
3
+$24.8M
4
CTSH icon
Cognizant
CTSH
+$24M
5
UAL icon
United Airlines
UAL
+$22.6M

Sector Composition

1 Healthcare 17.26%
2 Technology 13.82%
3 Financials 10.83%
4 Communication Services 10.33%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$474K 0.01%
+1,854
427
$474K 0.01%
33,505
+210
428
$470K 0.01%
4,397
-56
429
$469K 0.01%
+22,695
430
$468K 0.01%
3,161
-108
431
$467K 0.01%
12,849
432
$466K 0.01%
9,608
-150
433
$463K 0.01%
10,531
-10,557
434
$461K 0.01%
54,768
-3,021
435
$461K 0.01%
7,490
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436
$458K 0.01%
52,383
-780
437
$455K 0.01%
+14,775
438
$455K 0.01%
7,179
439
$455K 0.01%
14,172
440
$449K 0.01%
+11,630
441
$447K 0.01%
+9,350
442
$442K 0.01%
+17,215
443
$440K 0.01%
19,880
-190
444
$439K 0.01%
23,180
+190
445
$437K 0.01%
3,364
446
$436K 0.01%
26,762
447
$433K 0.01%
2,465
-6,574
448
$433K 0.01%
11,141
-1,925
449
$433K 0.01%
5,518
+202
450
$426K 0.01%
9,862
16 17
18
19 20