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
451
$591K 0.01%
2,678
-28
452
$585K 0.01%
8,729
-3,416
453
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455
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9,461
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468
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471
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20,461
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12,407
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23,630
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474
$489K 0.01%
10,667
475
$487K 0.01%
20,012
-60,856
17 18
19
20 21