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
426
$742K 0.02%
19,105
-8,550
427
$733K 0.02%
19,660
-290
428
$725K 0.02%
6,700
+50
429
$722K 0.02%
8,248
-226
430
$709K 0.02%
23,594
+1,925
431
$695K 0.02%
8,775
-1,194
432
$684K 0.02%
11,938
+163
433
$683K 0.02%
+14,350
434
$680K 0.02%
13,302
-3,951
435
$679K 0.02%
5,425
436
$679K 0.02%
8,660
+735
437
$677K 0.02%
35,650
-1,500
438
$668K 0.02%
11,678
+182
439
$658K 0.02%
58,030
+6,570
440
$655K 0.02%
8,017
+113
441
$653K 0.02%
5,355
-650
442
$648K 0.02%
22,764
-3,840
443
$640K 0.02%
41,948
-705
444
$637K 0.02%
26,134
+1,431
445
$635K 0.02%
37,199
-4,104
446
$620K 0.02%
6,878
-239
447
$618K 0.02%
84,040
-1,210
448
$617K 0.02%
30,121
+471
449
$614K 0.02%
10,978
-6,710
450
$613K 0.02%
+37,375
16 17
18
19 20