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
551
$263K 0.01%
13,650
552
$258K 0.01%
+17,485
553
$257K 0.01%
3,369
554
$256K 0.01%
3,200
-1,100
555
$256K 0.01%
5,491
556
$255K 0.01%
4,125
557
$251K 0.01%
2,475
558
$250K 0.01%
3,086
-17
559
$246K 0.01%
3,158
560
$244K 0.01%
13,850
561
$241K 0.01%
+5,117
562
$238K 0.01%
8,460
-12,680
563
$228K 0.01%
+1,800
564
$224K 0.01%
+3,150
565
$222K 0.01%
3,950
-450
566
$221K 0.01%
3,995
567
$219K 0.01%
1,938
568
$216K 0.01%
+2,589
569
$210K 0.01%
14,580
-12,034
570
$206K 0.01%
2,935
-250
571
$205K 0.01%
3,825
-200
572
$205K 0.01%
6,250
-1,990
573
$204K 0.01%
+7,800
574
$192K ﹤0.01%
11,272
575
$180K ﹤0.01%
12,330
+155
21 22
23
24 25