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
$4.63B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$29.1M
3
+$28.8M
4
WYNN icon
Wynn Resorts
WYNN
+$25.5M
5
ZTS icon
Zoetis
ZTS
+$22.4M

Top Sells

1
+$34.1M
2
+$31.1M
3
+$23.9M
4
EHC icon
Encompass Health
EHC
+$23.2M
5
MAR icon
Marriott International
MAR
+$22.1M

Sector Composition

1 Technology 16.91%
2 Financials 14.18%
3 Consumer Discretionary 12.08%
4 Healthcare 11.8%
5 Industrials 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$251K 0.01%
+2,364
552
$249K 0.01%
1,704
-100
553
$247K 0.01%
1,745
-100
554
$247K 0.01%
5,440
555
$246K 0.01%
4,098
556
$245K 0.01%
4,350
-100
557
$243K 0.01%
9,400
558
$242K 0.01%
+1,563
559
$240K 0.01%
3,758
-9
560
$235K 0.01%
1,374
+96
561
$234K 0.01%
2,866
-450
562
$231K 0.01%
2,692
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563
$229K ﹤0.01%
4,834
+170
564
$226K ﹤0.01%
3,530
-1,231
565
$225K ﹤0.01%
9,579
-5,551
566
$222K ﹤0.01%
2,236
-300
567
$222K ﹤0.01%
4,698
568
$221K ﹤0.01%
+1,578
569
$216K ﹤0.01%
2,160
-300
570
$216K ﹤0.01%
1,735
-235
571
$216K ﹤0.01%
3,200
-100
572
$215K ﹤0.01%
+1,457
573
$214K ﹤0.01%
2,665
-11,905
574
$208K ﹤0.01%
2,332
+50
575
$208K ﹤0.01%
+3,946
21 22
23
24 25