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
26
$12.9M 0.66%
128,353
-30,836
27
$12.8M 0.66%
214,376
+26,379
28
$12.8M 0.65%
98,795
+249
29
$12.8M 0.65%
186,314
+88,761
30
$12.3M 0.63%
65,775
+2,414
31
$11.8M 0.61%
77,394
+740
32
$11.6M 0.59%
251,513
-4,391
33
$11.4M 0.58%
226,736
+33
34
$11.1M 0.57%
70,211
+67,511
35
$11.1M 0.57%
231,870
+2,018
36
$11M 0.56%
95,367
+16,608
37
$10.9M 0.56%
65,069
-450
38
$10.8M 0.55%
87,844
+38,965
39
$10.8M 0.55%
52,157
-394
40
$10.5M 0.53%
127,883
+1,752
41
$10.3M 0.52%
84,239
-101
42
$10.3M 0.52%
73,325
-2,008
43
$10.2M 0.52%
74,598
-926
44
$10M 0.51%
+257,654
45
$9.85M 0.5%
+94,879
46
$9.81M 0.5%
123,629
-19,597
47
$9.81M 0.5%
121,373
-2,093
48
$9.51M 0.49%
87,792
+515
49
$9.17M 0.47%
35,087
+39
50
$9.04M 0.46%
126,897
-28,848
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