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
$4.01B
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$29.4M
3
+$28.7M
4
LOW icon
Lowe's Companies
LOW
+$26.2M
5
CMI icon
Cummins
CMI
+$20.7M

Top Sells

1
+$39.1M
2
+$32.5M
3
+$31.7M
4
GIS icon
General Mills
GIS
+$27.7M
5
HD icon
Home Depot
HD
+$27.5M

Sector Composition

1 Healthcare 17.88%
2 Technology 13.15%
3 Financials 10.92%
4 Communication Services 9.73%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$485K 0.01%
10,490
-41
452
$484K 0.01%
+12,300
453
$483K 0.01%
24,741
+140
454
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26,945
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455
$479K 0.01%
1,500
-354
456
$478K 0.01%
47,494
-7,274
457
$472K 0.01%
57,259
+3,029
458
$468K 0.01%
+4,681
459
$467K 0.01%
2,597
-35
460
$465K 0.01%
13,538
-1,633
461
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2,812
462
$464K 0.01%
6,995
-495
463
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7,050
-649
464
$455K 0.01%
3,005
+25
465
$454K 0.01%
8,100
466
$453K 0.01%
4,082
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467
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5,324
468
$449K 0.01%
67,600
-4,600
469
$442K 0.01%
4,060
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470
$442K 0.01%
1,730
-3,359
471
$439K 0.01%
10,930
-211
472
$439K 0.01%
17,055
-160
473
$433K 0.01%
9,020
-150
474
$427K 0.01%
5,050
475
$424K 0.01%
83,800
17 18
19
20 21