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
$4.42B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$42.3M
3
+$28.2M
4
DXC icon
DXC Technology
DXC
+$26.6M
5
GWW icon
W.W. Grainger
GWW
+$25.2M

Top Sells

1
+$31.6M
2
+$22.8M
3
+$22.2M
4
DIS icon
Walt Disney
DIS
+$21.7M
5
KMB icon
Kimberly-Clark
KMB
+$21.5M

Sector Composition

1 Technology 18.34%
2 Financials 13.82%
3 Healthcare 13.2%
4 Consumer Discretionary 10.87%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$666K 0.02%
12,117
-200
427
$664K 0.02%
6,265
-775
428
$663K 0.02%
26,467
-1,052
429
$657K 0.01%
10,037
+4,831
430
$656K 0.01%
55,183
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431
$649K 0.01%
15,600
-498
432
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7,615
-1,670
433
$638K 0.01%
2,690
-68,807
434
$636K 0.01%
60,295
-176,010
435
$626K 0.01%
6,600
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436
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5,179
437
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29,342
-1,242
438
$613K 0.01%
2,425
+185
439
$607K 0.01%
+16,525
440
$605K 0.01%
6,479
441
$604K 0.01%
26,967
442
$601K 0.01%
7,250
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443
$598K 0.01%
4,534
-50
444
$594K 0.01%
3,986
-53,446
445
$594K 0.01%
8,300
-300
446
$586K 0.01%
12,816
447
$585K 0.01%
+14,465
448
$584K 0.01%
29,563
-1,857
449
$582K 0.01%
45,357
450
$580K 0.01%
14,540
-1,670
16 17
18
19 20