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
$4.05B
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$21.3M
3
+$16.4M
4
EAT icon
Brinker International
EAT
+$15.9M
5
SWK icon
Stanley Black & Decker
SWK
+$15.3M

Top Sells

1
+$23.7M
2
+$19.3M
3
+$18.4M
4
TGT icon
Target
TGT
+$18.2M
5
CI icon
Cigna
CI
+$17.6M

Sector Composition

1 Healthcare 17.77%
2 Technology 14.35%
3 Financials 11.2%
4 Industrials 10.03%
5 Consumer Discretionary 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.5M 0.7%
311,790
-26,274
27
$28.2M 0.7%
879,742
+58,347
28
$27.8M 0.69%
1,774,290
-40,945
29
$26.5M 0.65%
870,477
-37,045
30
$25.4M 0.63%
204,318
-7,975
31
$25.2M 0.62%
988,432
+418,776
32
$24.4M 0.6%
262,640
-207,654
33
$24.1M 0.6%
307,275
+14,880
34
$23.7M 0.59%
185,142
-1,006
35
$23.2M 0.57%
467,090
-80
36
$23.2M 0.57%
581,721
-101,389
37
$23.2M 0.57%
321,644
-71,779
38
$23.2M 0.57%
119,527
+32,321
39
$23M 0.57%
308,280
+6,635
40
$22.9M 0.56%
361,400
-7,979
41
$22.5M 0.56%
433,644
-205,454
42
$22.4M 0.55%
456,347
+699
43
$21.8M 0.54%
230,830
+160
44
$21.6M 0.53%
157,078
+57
45
$21.6M 0.53%
1,154,475
-454,380
46
$21.3M 0.53%
316,175
+5,621
47
$21.1M 0.52%
2,228,330
+1,251,280
48
$20.9M 0.52%
226,221
+21,741
49
$20.5M 0.51%
645,681
-15,028
50
$20.4M 0.5%
635,598
-15,771
1
2
3 4 5