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
$4.28B
AUM Growth
+$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$89.4M
2
+$82M
3
+$57M
4
MSFT icon
Microsoft
MSFT
+$55.6M
5
META icon
Meta Platforms (Facebook)
META
+$50.1M

Top Sells

1
+$20.5M
2
+$20M
3
+$16.9M
4
BP icon
BP
BP
+$15.2M
5
GE icon
GE Aerospace
GE
+$14.6M

Sector Composition

1 Healthcare 17.14%
2 Financials 12.35%
3 Technology 12.23%
4 Communication Services 10.2%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$424K 0.01%
104,998
452
$420K 0.01%
8,670
+3,837
453
$419K 0.01%
3,160
+130
454
$416K 0.01%
20,670
455
$415K 0.01%
3,364
+1
456
$415K 0.01%
2,912
+470
457
$411K 0.01%
6,850
-575
458
$410K 0.01%
17,249
459
$405K 0.01%
12,675
460
$403K 0.01%
10,325
-51,035
461
$402K 0.01%
22,020
-73,472
462
$400K 0.01%
29,800
463
$396K 0.01%
6,595
-1,245
464
$392K 0.01%
9,862
465
$390K 0.01%
7,236
+225
466
$390K 0.01%
26,614
467
$387K 0.01%
5,316
468
$386K 0.01%
8,235
-2,860
469
$386K 0.01%
3,700
470
$365K 0.01%
6,369
471
$363K 0.01%
5,324
472
$363K 0.01%
12,063
473
$356K 0.01%
3,158
+15
474
$354K 0.01%
2,913
-3,248
475
$354K 0.01%
18,908
17 18
19
20 21