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
501
$314K 0.01%
+23,590
502
$308K 0.01%
12,414
-17,562
503
$304K 0.01%
+2,725
504
$304K 0.01%
3,233
505
$302K 0.01%
5,059
+9
506
$300K 0.01%
9,887
507
$298K 0.01%
5,823
-654
508
$294K 0.01%
+12,175
509
$292K 0.01%
5,250
+400
510
$291K 0.01%
10,665
-2,000
511
$289K 0.01%
10,215
512
$281K 0.01%
11,035
+800
513
$280K 0.01%
+10,316
514
$278K 0.01%
13,850
-1,200
515
$276K 0.01%
83,800
516
$275K 0.01%
5,225
-300
517
$275K 0.01%
5,125
518
$275K 0.01%
9,634
-2,668
519
$273K 0.01%
14,650
-1,100
520
$265K 0.01%
3,685
-46
521
$264K 0.01%
3,325
-760
522
$262K 0.01%
3,460
-50
523
$255K 0.01%
4,850
524
$255K 0.01%
18,634
525
$253K 0.01%
5,492
+4
19 20
21
22 23