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
51
$22.3M 0.52%
385,955
+365,566
52
$21.9M 0.51%
473,283
+272,180
53
$21.4M 0.5%
215,495
+7,100
54
$21.3M 0.5%
297,963
+159,940
55
$20.8M 0.49%
+533,301
56
$20.3M 0.47%
443,810
+281,450
57
$20.2M 0.47%
206,471
+6,730
58
$20.2M 0.47%
277,729
+192,688
59
$19.9M 0.47%
650,552
+493,883
60
$19.3M 0.45%
606,681
+359,136
61
$19.3M 0.45%
236,474
-732
62
$19.1M 0.45%
+693,225
63
$18.8M 0.44%
591,247
+28,037
64
$18.8M 0.44%
322,695
-4,732
65
$18.2M 0.43%
225,870
+171,175
66
$17.7M 0.41%
228,781
+178,635
67
$17.4M 0.41%
459,020
+359,780
68
$17.2M 0.4%
211,535
+153,320
69
$17M 0.4%
223,880
+8,685
70
$17M 0.4%
624,574
+157,276
71
$16.9M 0.39%
527,027
+224,623
72
$16.8M 0.39%
355,138
+185,040
73
$16.8M 0.39%
+323,181
74
$16.7M 0.39%
244,209
+1,893
75
$16.7M 0.39%
174,213
+137,345
1 2
3
4 5