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
$4.42B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$42.3M
3
+$28.2M
4
DXC icon
DXC Technology
DXC
+$26.6M
5
GWW icon
W.W. Grainger
GWW
+$25.2M

Top Sells

1
+$31.6M
2
+$22.8M
3
+$22.2M
4
DIS icon
Walt Disney
DIS
+$21.7M
5
KMB icon
Kimberly-Clark
KMB
+$21.5M

Sector Composition

1 Technology 18.34%
2 Financials 13.82%
3 Healthcare 13.2%
4 Consumer Discretionary 10.87%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$263K 0.01%
17,900
-5,288
552
$263K 0.01%
4,450
553
$258K 0.01%
3,050
554
$256K 0.01%
2,115
-450
555
$250K 0.01%
6,591
-104
556
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557
$247K 0.01%
4,761
-310
558
$245K 0.01%
8,175
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559
$244K 0.01%
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560
$243K 0.01%
1,845
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561
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3,408
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562
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563
$240K 0.01%
9,400
-2,500
564
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565
$237K 0.01%
2,302
-725
566
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3,300
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567
$234K 0.01%
19,569
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568
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569
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2,536
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570
$228K 0.01%
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571
$228K 0.01%
1,586
572
$226K 0.01%
2,460
-158,080
573
$223K 0.01%
+7,534
574
$223K 0.01%
9,498
575
$220K 0.01%
4,698
21 22
23
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