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
526
$343K 0.01%
7,570
+119
527
$342K 0.01%
+9,549
528
$339K 0.01%
3,265
529
$337K 0.01%
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530
$323K 0.01%
3,875
+250
531
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26,294
-510,978
532
$312K 0.01%
8,070
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533
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23,337
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534
$309K 0.01%
7,100
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535
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536
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537
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538
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20,856
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539
$297K 0.01%
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540
$296K 0.01%
2,140
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541
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542
$295K 0.01%
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543
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544
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2,270
545
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3,515
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546
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2,760
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547
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5,815
548
$281K 0.01%
2,152
549
$280K 0.01%
+6,705
550
$277K 0.01%
4,005
-38
20 21
22
23 24