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
526
$251K 0.01%
5,933
-90,240
527
$251K 0.01%
+14,831
528
$249K 0.01%
+3,900
529
$248K 0.01%
9,236
-13,448
530
$247K 0.01%
8,490
531
$240K 0.01%
6,200
532
$236K 0.01%
4,125
533
$232K 0.01%
20,751
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534
$229K 0.01%
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535
$225K 0.01%
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536
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5,725
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537
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538
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3,258
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539
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8,245
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540
$219K 0.01%
1,729
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541
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542
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543
$214K 0.01%
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544
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545
$213K 0.01%
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546
$208K ﹤0.01%
2,934
547
$206K ﹤0.01%
+6,705
548
$204K ﹤0.01%
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549
$203K ﹤0.01%
+3,995
550
$202K ﹤0.01%
8,728
-18,769
20 21
22
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