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
451
$496K 0.03%
5,875
-4,545
452
$485K 0.02%
2,467
+160
453
$483K 0.02%
5,947
-2,907
454
$482K 0.02%
950
-215
455
$481K 0.02%
+18,420
456
$477K 0.02%
50,944
457
$474K 0.02%
8,592
-52
458
$474K 0.02%
8,052
459
$474K 0.02%
18,956
+4,320
460
$471K 0.02%
9,998
461
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+1,347
462
$466K 0.02%
32,425
463
$462K 0.02%
7,750
464
$460K 0.02%
7,088
-37
465
$459K 0.02%
9,214
-681
466
$458K 0.02%
2,424
467
$445K 0.02%
5,150
+2,525
468
$445K 0.02%
13,954
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469
$445K 0.02%
3,770
-667
470
$441K 0.02%
+77,000
471
$440K 0.02%
18,080
+2,050
472
$425K 0.02%
20,691
+1,040
473
$425K 0.02%
5,513
+1,160
474
$424K 0.02%
14,100
-1,000
475
$411K 0.02%
11,534
+150
17 18
19
20 21