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
$4.28B
AUM Growth
+$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1 +$89.4M
2 +$82M
3 +$57M
4
MSFT icon
Microsoft
MSFT
+$55.6M
5
META icon
Meta Platforms (Facebook)
META
+$50.1M

Top Sells

1 +$20.5M
2 +$20M
3 +$16.9M
4
BP icon
BP
BP
+$15.2M
5
GE icon
GE Aerospace
GE
+$14.6M

Sector Composition

1 Healthcare 17.14%
2 Financials 12.35%
3 Technology 12.23%
4 Communication Services 10.2%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-145,971
702
-17,853
703
-15,852
704
-92,732
705
-409,048
706
-40,611
707
-91,330
708
-11,845
709
-9,920
710
-15,577
711
-7,126
712
-30,540
713
-127,718
714
-74,524
715
-60,129
716
-20,716
717
-81,155
718
-13,107
719
-14,200
720
-22,939
721
-21,906
722
-25,900
723
-56,661
724
-19,467