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
$2.31B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$10.2M
3
+$9.68M
4
OFG icon
OFG Bancorp
OFG
+$6.47M
5
HWC icon
Hancock Whitney
HWC
+$5.89M

Top Sells

1
+$165M
2
+$156M
3
+$143M
4
AAPL icon
Apple
AAPL
+$93.1M
5
V icon
Visa
V
+$87.7M

Sector Composition

1 Technology 15.2%
2 Financials 14.89%
3 Healthcare 13.03%
4 Consumer Discretionary 10.56%
5 Industrials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$257K 0.01%
1,563
552
$257K 0.01%
2,012
-128
553
$251K 0.01%
+2,505
554
$251K 0.01%
15,400
555
$249K 0.01%
17,910
+1,850
556
$248K 0.01%
3,930
557
$247K 0.01%
3,425
-725
558
$245K 0.01%
+2,386
559
$242K 0.01%
1,506
560
$237K 0.01%
825
-320
561
$236K 0.01%
1,450
-7
562
$233K 0.01%
59,879
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563
$231K 0.01%
1,825
564
$231K 0.01%
+3,382
565
$229K 0.01%
9,700
566
$229K 0.01%
3,718
567
$225K 0.01%
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568
$224K 0.01%
1,500
569
$224K 0.01%
+2,188
570
$223K 0.01%
+1,332
571
$221K 0.01%
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572
$220K 0.01%
17,960
-13,600
573
$219K 0.01%
1,312
574
$218K 0.01%
1,641
-232
575
$218K 0.01%
2,500
-15
21 22
23
24 25