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

Top Buys

1 +$32.7M
2 +$32.3M
3 +$28.7M
4
FHI icon
Federated Hermes
FHI
+$28M
5
FTNT icon
Fortinet
FTNT
+$23.8M

Top Sells

1 +$44.9M
2 +$43M
3 +$41.8M
4
AAPL icon
Apple
AAPL
+$37.6M
5
C icon
Citigroup
C
+$30.7M

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
Capital Flow
601
-68,660
602
-69,950
603
-10,150
604
-212,342
605
-6,355
606
-12,693
607
-19,165
608
-100,455
609
-155,616
610
-31,440
611
-6,005
612
-3,812
613
-8,495
614
-57,203
615
-3,560
616
-52,270
617
-84,934
618
-6,853
619
-88,385
620
-134,376
621
-16,405
622
-18,708
623
-5,750
624
-1,735
625
-11,215