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
476
$408K 0.02%
9,190
-12,893
477
$407K 0.02%
5,500
+305
478
$406K 0.02%
132,833
479
$402K 0.02%
6,590
-58,171
480
$402K 0.02%
25,644
+2,089
481
$399K 0.02%
6,829
482
$395K 0.02%
+6,699
483
$395K 0.02%
3,501
484
$388K 0.02%
6,922
-721
485
$384K 0.02%
6,141
-134
486
$382K 0.02%
13,841
487
$376K 0.02%
+22,240
488
$374K 0.02%
3,925
489
$372K 0.02%
10,290
-51,918
490
$371K 0.02%
+5,720
491
$367K 0.02%
2,150
492
$362K 0.02%
14,232
-25
493
$360K 0.02%
9,659
-40
494
$358K 0.02%
7,868
-7,807
495
$357K 0.02%
18,395
-1,150
496
$357K 0.02%
7,000
+2,170
497
$356K 0.02%
13,499
+2,427
498
$354K 0.02%
6,393
-6,950
499
$351K 0.02%
+8,960
500
$351K 0.02%
6,358
18 19
20
21 22