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

Top Buys

1 +$29.3M
2 +$28.4M
3 +$27.8M
4
WYNN icon
Wynn Resorts
WYNN
+$23.3M
5
ZTS icon
Zoetis
ZTS
+$21.4M

Top Sells

1 +$35.6M
2 +$31.1M
3 +$23.3M
4
EHC icon
Encompass Health
EHC
+$23.2M
5
SWK icon
Stanley Black & Decker
SWK
+$23M

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
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