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
$4.01B
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$29.4M
3
+$28.7M
4
LOW icon
Lowe's Companies
LOW
+$26.2M
5
CMI icon
Cummins
CMI
+$20.7M

Top Sells

1
+$39.1M
2
+$32.5M
3
+$31.7M
4
GIS icon
General Mills
GIS
+$27.7M
5
HD icon
Home Depot
HD
+$27.5M

Sector Composition

1 Healthcare 17.88%
2 Technology 13.15%
3 Financials 10.92%
4 Communication Services 9.73%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$360K 0.01%
2,621
-500
502
$356K 0.01%
16,109
-241
503
$351K 0.01%
6,493
+467
504
$351K 0.01%
+9,920
505
$350K 0.01%
2,943
-200
506
$350K 0.01%
8,084
-6,940
507
$349K 0.01%
16,535
-6,645
508
$345K 0.01%
12,063
509
$345K 0.01%
18,908
510
$344K 0.01%
7,557
511
$340K 0.01%
2,915
512
$340K 0.01%
11,785
+125
513
$338K 0.01%
9,689
-8,245
514
$336K 0.01%
+4,070
515
$336K 0.01%
2,735
516
$335K 0.01%
3,729
-7,610
517
$333K 0.01%
3,200
518
$331K 0.01%
3,247
519
$330K 0.01%
9,425
+60
520
$329K 0.01%
6,700
521
$325K 0.01%
5,804
522
$324K 0.01%
25,795
-969
523
$324K 0.01%
789
+209
524
$317K 0.01%
+10,820
525
$317K 0.01%
3,040
-300
19 20
21
22 23