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
426
$730K 0.02%
8,868
-1,241
427
$721K 0.02%
57,203
+2,020
428
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16,405
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430
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26,330
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431
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8,561
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432
$694K 0.02%
31,743
433
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434
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435
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436
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437
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34,310
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439
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5,132
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440
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443
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13,412
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444
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445
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446
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25,772
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447
$636K 0.01%
27,687
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448
$635K 0.01%
30,382
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449
$633K 0.01%
+20,335
450
$630K 0.01%
4,235
-299
16 17
18
19 20