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
$3.9B
AUM Growth
-$730M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$32.3M
3
+$28.7M
4
FHI icon
Federated Hermes
FHI
+$28M
5
FTNT icon
Fortinet
FTNT
+$23.8M

Top Sells

1
+$44.9M
2
+$43M
3
+$41.8M
4
AAPL icon
Apple
AAPL
+$37.6M
5
C icon
Citigroup
C
+$30.7M

Sector Composition

1 Technology 20.58%
2 Financials 14.06%
3 Healthcare 13.5%
4 Consumer Discretionary 12.8%
5 Industrials 12.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.7M 0.74%
+111,307
27
$28M 0.72%
+839,212
28
$27.4M 0.7%
185,074
-22,063
29
$26.9M 0.69%
172,870
-39,359
30
$26.8M 0.69%
154,970
+15,527
31
$26.6M 0.68%
241,955
-270,858
32
$26.4M 0.68%
328,808
+26,394
33
$25.7M 0.66%
899,132
-113,778
34
$25.4M 0.65%
215,311
+72,656
35
$25.3M 0.65%
601,720
-111,785
36
$24M 0.62%
385,921
+345,683
37
$23.8M 0.61%
+2,224,520
38
$23.8M 0.61%
340,821
-163,431
39
$23.3M 0.6%
302,117
-134,462
40
$23.3M 0.6%
+221,270
41
$23M 0.59%
364,279
-11,908
42
$22.8M 0.59%
140,174
+24,054
43
$22.7M 0.58%
514,438
-3,587
44
$22.7M 0.58%
1,036,336
-241,755
45
$22.7M 0.58%
+281,549
46
$22.3M 0.57%
+517,550
47
$22.2M 0.57%
408,545
+393,619
48
$22.1M 0.56%
145,611
+65,646
49
$21.5M 0.55%
1,085,249
+254,981
50
$21.3M 0.55%
871,554
-26,215
1
2
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