BA

Boston Advisors Portfolio holdings

AUM $1.91B
1-Year Est. Return 6.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$14.4M
3
+$14M
4
BMY icon
Bristol-Myers Squibb
BMY
+$12.5M
5
LOW icon
Lowe's Companies
LOW
+$12.3M

Top Sells

1
+$26M
2
+$16.4M
3
+$14M
4
BMO icon
Bank of Montreal
BMO
+$11.7M
5
EHC icon
Encompass Health
EHC
+$9.86M

Sector Composition

1 Financials 16.28%
2 Healthcare 14.43%
3 Technology 10.24%
4 Industrials 9.82%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
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-8,600
577
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578
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-12,743
579
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-6,250
580
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-2,339
581
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-20,769
582
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-38,251
583
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-6,010
584
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-9,390
585
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-35,199
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