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
551
$276K 0.01%
5,656
-30
552
$275K 0.01%
+3,300
553
$273K 0.01%
1,635
-85
554
$272K 0.01%
+4,680
555
$267K 0.01%
3,853
-198
556
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557
$264K 0.01%
9,364
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558
$262K 0.01%
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559
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560
$257K 0.01%
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561
$256K 0.01%
65,523
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562
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564
$252K 0.01%
731
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570
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571
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572
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2,464
-115,611
573
$242K 0.01%
2,115
574
$239K 0.01%
3,930
575
$237K 0.01%
7,400
+1,015
21 22
23
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