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
$1.96B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.7M
3
+$10.2M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$10M
5
PYPL icon
PayPal
PYPL
+$9.85M

Top Sells

1
+$10.8M
2
+$10M
3
+$9.26M
4
MSFT icon
Microsoft
MSFT
+$7.98M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.48M

Sector Composition

1 Technology 15.47%
2 Healthcare 12.95%
3 Financials 12.36%
4 Consumer Discretionary 10.29%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$575K 0.03%
23,111
+362
427
$575K 0.03%
6,095
+10
428
$573K 0.03%
6,220
-56
429
$573K 0.03%
7,550
-67
430
$573K 0.03%
13,404
431
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10,961
-975
432
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14,955
+4,650
433
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6,381
434
$565K 0.03%
33,101
-5,507
435
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25,456
436
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2,309
437
$560K 0.03%
4,083
438
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31,245
-65
439
$557K 0.03%
12,924
-109,875
440
$554K 0.03%
7,842
441
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3,510
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442
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443
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25,123
-3,036
444
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4,385
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445
$530K 0.03%
10,655
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446
$527K 0.03%
515
-5
447
$524K 0.03%
3,268
-25
448
$517K 0.03%
17,770
+1,150
449
$509K 0.03%
+13,635
450
$502K 0.03%
25,769
-8,802
16 17
18
19 20