We are live on ! Find out more
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
$4.01B
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$28.3M
3
+$26.7M
4
LOW icon
Lowe's Companies
LOW
+$25.6M
5
CMI icon
Cummins
CMI
+$20.9M

Top Sells

1
+$38.5M
2
+$31.6M
3
+$30.3M
4
HD icon
Home Depot
HD
+$28.5M
5
MSFT icon
Microsoft
MSFT
+$25.1M

Sector Composition

1 Healthcare 17.88%
2 Technology 13.15%
3 Financials 10.92%
4 Communication Services 10.03%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-15,045
602
– –
-191,400
603
– –
-27,025
604
– –
-18,250
605
– –
-362,522
606
– –
-14,172
607
– –
-311,581
608
– –
-513,563
609
– –
-9,760
610
– –
-52,994
611
– –
-579,086
612
– –
-33,505
613
– –
-4,200
614
– –
-397,965
615
– –
-7,279
616
– –
-14,140
617
– –
-10,265
618
– –
-3,130
619
– –
-3,120
620
– –
-38,766
621
– –
-157,904
622
– –
-208,414
623
– –
-496,184
624
– –
-190,106
625
– –
-2,527
21 22 23 24
25