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
526
$316K 0.01%
4,765
-12,770
527
$311K 0.01%
20,616
-268
528
$311K 0.01%
+7,329
529
$309K 0.01%
11,526
-888
530
$307K 0.01%
24,489
-8,800
531
$304K 0.01%
2,630
-100
532
$304K 0.01%
23,865
+275
533
$303K 0.01%
5,625
-86
534
$300K 0.01%
8,936
+195
535
$299K 0.01%
104,998
536
$297K 0.01%
+7,350
537
$294K 0.01%
4,926
-449
538
$294K 0.01%
+2,406
539
$293K 0.01%
5,779
-331
540
$290K 0.01%
+7,280
541
$285K 0.01%
3,640
542
$282K 0.01%
6,000
-800
543
$280K 0.01%
+1,226
544
$277K 0.01%
2,350
-375
545
$277K 0.01%
13,270
-1,561
546
$269K 0.01%
+4,157
547
$268K 0.01%
16,040
+80
548
$266K 0.01%
8,490
549
$266K 0.01%
2,273
-907
550
$264K 0.01%
4,500
-1,020
20 21
22
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