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
26
$30.8M 0.77%
127,347
+121,866
27
$29.9M 0.75%
814,052
-3,216
28
$29.7M 0.74%
627,305
-21,123
29
$29.2M 0.73%
1,019,476
+378,164
30
$29.1M 0.73%
1,608,855
-53,070
31
$27.2M 0.68%
196,360
+24,501
32
$25.5M 0.64%
369,379
-1,496
33
$25.4M 0.63%
467,170
-1,270
34
$25.1M 0.63%
331,733
-55,535
35
$24.4M 0.61%
212,293
-26,930
36
$24.4M 0.61%
683,110
+95,582
37
$24.3M 0.61%
187,517
-276
38
$24.1M 0.6%
1,815,235
-183,735
39
$23.1M 0.58%
224,990
-975
40
$23.1M 0.58%
455,648
+130,023
41
$22.8M 0.57%
161,318
+133,038
42
$22.7M 0.57%
907,522
-5,241
43
$22.6M 0.57%
422,770
+130,184
44
$21.8M 0.54%
651,369
-1,930
45
$21.7M 0.54%
143,888
-8,209
46
$21.7M 0.54%
230,670
-3,155
47
$21.6M 0.54%
392,161
+328,096
48
$21.4M 0.53%
147,800
+140,685
49
$21.3M 0.53%
821,395
+220,974
50
$20.9M 0.52%
186,148
+184,083
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