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
$2.31B
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1 +$9.89M
2 +$9.64M
3 +$9.58M
4
OFG icon
OFG Bancorp
OFG
+$6.48M
5
HWC icon
Hancock Whitney
HWC
+$6.24M

Top Sells

1 +$155M
2 +$148M
3 +$144M
4
AAPL icon
Apple
AAPL
+$85.9M
5
V icon
Visa
V
+$83M

Sector Composition

1 Technology 15.2%
2 Financials 14.89%
3 Healthcare 13.03%
4 Consumer Discretionary 10.56%
5 Industrials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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