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
$3.9B
AUM Growth
-$730M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1 +$34M
2 +$33.2M
3 +$28.5M
4
HII icon
Huntington Ingalls Industries
HII
+$27.6M
5
CVS icon
CVS Health
CVS
+$24.8M

Top Sells

1 +$46.8M
2 +$46M
3 +$44.4M
4
AAPL icon
Apple
AAPL
+$38.6M
5
C icon
Citigroup
C
+$34.1M

Sector Composition

1 Technology 20.58%
2 Financials 14.06%
3 Healthcare 13.5%
4 Consumer Discretionary 12.8%
5 Industrials 12.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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