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
$4.42B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$42.3M
3
+$28.2M
4
DXC icon
DXC Technology
DXC
+$26.6M
5
GWW icon
W.W. Grainger
GWW
+$25.2M

Top Sells

1
+$31.6M
2
+$22.8M
3
+$22.2M
4
DIS icon
Walt Disney
DIS
+$21.7M
5
KMB icon
Kimberly-Clark
KMB
+$21.5M

Sector Composition

1 Technology 18.34%
2 Financials 13.82%
3 Healthcare 13.2%
4 Consumer Discretionary 10.87%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$510K 0.01%
33,950
+1,925
477
$509K 0.01%
4,096
-4
478
$506K 0.01%
14,100
479
$497K 0.01%
9,735
+3,925
480
$493K 0.01%
10,227
-3,365
481
$487K 0.01%
7,105
482
$485K 0.01%
19,297
-1,146
483
$483K 0.01%
8,976
484
$483K 0.01%
48,000
-48,000
485
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29,200
486
$473K 0.01%
90,865
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487
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488
$467K 0.01%
8,328
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489
$460K 0.01%
10,817
490
$457K 0.01%
3,090
-50
491
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6,546
492
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15,165
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493
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4,883
494
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13,750
-495
495
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2,205
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496
$416K 0.01%
2,327
-50
497
$416K 0.01%
12,113
498
$412K 0.01%
13,364
-5,490
499
$410K 0.01%
15,740
500
$409K 0.01%
5,050
18 19
20
21 22