BA
Boston Advisors Portfolio holdings
AUM
$1.91B
1-Year Return
6.26%
This Quarter Return
+4.77%
1 Year Return
+6.26%
3 Year Return
+73.77%
5 Year Return
+112.81%
10 Year Return
–
AUM
$4.33B
AUM Growth
+$88.6M
(+2.1%)
Cap. Flow
-$41M
Cap. Flow
% of AUM
-0.95%
Top 10 Holdings %
Top 10 Hldgs %
20%
Holding
687
New
63
Increased
226
Reduced
276
Closed
43
Top Buys
| 1 |
Altria Group
MO
|
$24.5M |
| 2 |
Broadcom
AVGO
|
$19.5M |
| 3 |
American Airlines Group
AAL
|
$18.6M |
| 4 |
Adobe
ADBE
|
$16.8M |
| 5 |
Walt Disney
DIS
|
$16.6M |
Top Sells
| 1 |
Bread Financial
BFH
|
$18M |
| 2 |
United Rentals
URI
|
$17.1M |
| 3 |
Ross Stores
ROST
|
$16.5M |
| 4 |
F5
FFIV
|
$15.9M |
| 5 |
Spectrum Brands
SPB
|
$15.7M |
Sector Composition
| 1 | Technology | 17.21% |
| 2 | Healthcare | 13.6% |
| 3 | Financials | 13.28% |
| 4 | Industrials | 10.57% |
| 5 | Consumer Discretionary | 9.44% |
