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
501
$413K 0.01%
7,708
502
$404K 0.01%
31,560
503
$399K 0.01%
800
+68
504
$393K 0.01%
+3,785
505
$391K 0.01%
5,719
+384
506
$386K 0.01%
7,281
-401,264
507
$381K 0.01%
13,260
508
$377K 0.01%
7,635
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509
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555
510
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4,310
-5,671
511
$369K 0.01%
17,848
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512
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15,101
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513
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1,330
-80
514
$360K 0.01%
106,217
+1,657
515
$360K 0.01%
+1,900
516
$358K 0.01%
2,924
517
$357K 0.01%
6,730
-2,125
518
$355K 0.01%
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-2,300
519
$350K 0.01%
8,975
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520
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12,987
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521
$346K 0.01%
4,050
-1,000
522
$344K 0.01%
8,980
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523
$343K 0.01%
3,399
-1,148
524
$343K 0.01%
1,145
-2,736
525
$343K 0.01%
3,606
-80
19 20
21
22 23