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
$4B
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$35.1M
3
+$34.1M
4
NTAP icon
NetApp
NTAP
+$32.2M
5
FIS icon
Fidelity National Information Services
FIS
+$31.8M

Top Sells

1
+$59.6M
2
+$43.5M
3
+$42.1M
4
UNH icon
UnitedHealth
UNH
+$41.4M
5
INTU icon
Intuit
INTU
+$41.2M

Sector Composition

1 Technology 20.57%
2 Consumer Discretionary 14.48%
3 Healthcare 13.25%
4 Financials 12.38%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$487K 0.01%
20,370
+778
477
$481K 0.01%
19,550
-3,950
478
$479K 0.01%
1,650
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479
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480
$474K 0.01%
9,697
-1,080
481
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15,915
-2,000
482
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2,307
483
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7,424
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484
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16,620
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485
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20,279
-1,016,057
486
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29,516
+1,915
487
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3,041
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488
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7,750
+2,000
489
$451K 0.01%
4,016
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490
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18,571
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$449K 0.01%
5,064
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492
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3,272
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493
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13,539
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494
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32,606
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495
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+6,700
496
$427K 0.01%
6,546
497
$425K 0.01%
+9,220
498
$421K 0.01%
5,289
-515
499
$415K 0.01%
60,171
-10,649
500
$413K 0.01%
+29,515
18 19
20
21 22