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
$4.28B
AUM Growth
+$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$89.4M
2
+$82M
3
+$57M
4
MSFT icon
Microsoft
MSFT
+$55.6M
5
META icon
Meta Platforms (Facebook)
META
+$50.1M

Top Sells

1
+$20.5M
2
+$20M
3
+$16.9M
4
BP icon
BP
BP
+$15.2M
5
GE icon
GE Aerospace
GE
+$14.6M

Sector Composition

1 Healthcare 17.14%
2 Financials 12.35%
3 Technology 12.23%
4 Communication Services 10.2%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$352K 0.01%
9,515
477
$349K 0.01%
16,955
-1,037
478
$349K 0.01%
+9,700
479
$347K 0.01%
44,035
480
$347K 0.01%
9,545
481
$344K 0.01%
9,170
+750
482
$344K 0.01%
5,720
483
$344K 0.01%
8,100
484
$343K 0.01%
7,657
485
$343K 0.01%
8,375
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486
$342K 0.01%
3,117
-208
487
$331K 0.01%
4,307
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488
$331K 0.01%
35,565
489
$331K 0.01%
+15,265
490
$328K 0.01%
10,388
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491
$328K 0.01%
1,364
492
$326K 0.01%
6,700
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493
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494
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495
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3,440
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496
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6,068
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497
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498
$317K 0.01%
3,203
+3
499
$317K 0.01%
9,282
-3,946
500
$317K 0.01%
3,247
18 19
20
21 22