BA

Boston Advisors Portfolio holdings

AUM $1.91B
1-Year Est. Return 6.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.63B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$28.4M
3
+$27.8M
4
WYNN icon
Wynn Resorts
WYNN
+$23.3M
5
ZTS icon
Zoetis
ZTS
+$21.4M

Top Sells

1
+$35.6M
2
+$31.1M
3
+$23.3M
4
EHC icon
Encompass Health
EHC
+$23.2M
5
SWK icon
Stanley Black & Decker
SWK
+$23M

Sector Composition

1 Technology 16.91%
2 Financials 14.18%
3 Consumer Discretionary 12.08%
4 Healthcare 11.8%
5 Industrials 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$482K 0.01%
+23,500
477
$479K 0.01%
19,152
-145
478
$470K 0.01%
2,474
+269
479
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8,328
480
$465K 0.01%
12,443
+330
481
$465K 0.01%
27,854
-1,250
482
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15,675
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483
$462K 0.01%
5,050
484
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6,546
485
$460K 0.01%
3,050
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486
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27,635
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487
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5,750
-3,595
488
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10,150
-358,340
489
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3,560
-144,280
490
$446K 0.01%
6,005
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491
$440K 0.01%
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492
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17,425
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2,342
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494
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3,240
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495
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605
496
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10,667
-150
497
$419K 0.01%
+2,976
498
$417K 0.01%
7,603
-1,373
499
$417K 0.01%
4,123
500
$416K 0.01%
811
+256
18 19
20
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