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
$2.25B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$15M
3
+$14.2M
4
LOW icon
Lowe's Companies
LOW
+$12.4M
5
TNL icon
Travel + Leisure Co
TNL
+$12.2M

Top Sells

1
+$26M
2
+$17.1M
3
+$14.6M
4
BMO icon
Bank of Montreal
BMO
+$12.1M
5
EHC icon
Encompass Health
EHC
+$10.8M

Sector Composition

1 Financials 16.28%
2 Healthcare 14.43%
3 Technology 10.61%
4 Consumer Discretionary 9.52%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.6M 0.61%
1,446
-26
52
$13.6M 0.61%
73,858
+15,811
53
$13.2M 0.59%
179,928
+24
54
$13.2M 0.59%
1,031,939
-56,217
55
$13.1M 0.58%
159,200
-5,000
56
$12.9M 0.57%
323,215
-1,350
57
$12.6M 0.56%
249,793
+10,154
58
$12.5M 0.56%
374,212
-118,956
59
$12.4M 0.55%
487,662
+9,678
60
$12.4M 0.55%
169,100
-700
61
$12.2M 0.54%
285,081
-50,431
62
$12M 0.53%
222,022
-900
63
$11.6M 0.52%
205,100
-800
64
$11.6M 0.52%
116,639
+424
65
$11.1M 0.49%
299,277
+250,553
66
$11.1M 0.49%
1,777,117
+806,545
67
$11.1M 0.49%
623,032
-6,564
68
$10.7M 0.48%
465,843
-1,325
69
$10.6M 0.47%
418,172
+35,556
70
$10.5M 0.47%
401,180
+170,080
71
$10.4M 0.46%
444,292
-36,503
72
$10.4M 0.46%
313,157
-1,907
73
$10.3M 0.46%
461,250
-391,198
74
$10.1M 0.45%
101,872
+44,057
75
$10.1M 0.45%
134,887
+46,187
1 2
3
4 5