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
$4.06B
AUM Growth
-$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1 +$36.6M
2 +$27.4M
3 +$25.4M
4
V icon
Visa
V
+$22.1M
5
CLX icon
Clorox
CLX
+$21M

Top Sells

1 +$51.2M
2 +$32.4M
3 +$24.8M
4
CTSH icon
Cognizant
CTSH
+$24M
5
UAL icon
United Airlines
UAL
+$22.6M

Sector Composition

1 Healthcare 17.26%
2 Technology 13.82%
3 Financials 10.83%
4 Communication Services 10.33%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$273K 0.01%
20,884
527
$266K 0.01%
+5,491
528
$265K 0.01%
+11,720
529
$261K 0.01%
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530
$256K 0.01%
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-35,246
531
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532
$254K 0.01%
8,240
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533
$253K 0.01%
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534
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13,650
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535
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536
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537
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538
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539
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540
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541
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542
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544
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545
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546
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547
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3,185
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548
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549
$209K 0.01%
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550
$208K 0.01%
+9,189