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
$4.01B
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$29.4M
3
+$28.7M
4
LOW icon
Lowe's Companies
LOW
+$26.2M
5
CMI icon
Cummins
CMI
+$20.7M

Top Sells

1
+$39.1M
2
+$32.5M
3
+$31.7M
4
GIS icon
General Mills
GIS
+$27.7M
5
HD icon
Home Depot
HD
+$27.5M

Sector Composition

1 Healthcare 17.88%
2 Technology 13.15%
3 Financials 10.92%
4 Communication Services 9.73%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20.9M 0.52%
267,656
-186,887
52
$20.8M 0.52%
310,554
+122,010
53
$20.7M 0.52%
635,458
-434,341
54
$20.4M 0.51%
272,616
+5,971
55
$20.4M 0.51%
321,818
-217,243
56
$20.2M 0.5%
271,802
-93,672
57
$20.1M 0.5%
301,645
+273,885
58
$20M 0.5%
+204,480
59
$19.7M 0.49%
282,345
-220
60
$19.6M 0.49%
292,395
+46,905
61
$19.4M 0.48%
256,079
-2,882
62
$19M 0.47%
335,208
-5,071
63
$18.9M 0.47%
489,853
+5,746
64
$18.7M 0.47%
157,021
-741
65
$18.7M 0.47%
660,709
-24,040
66
$18.4M 0.46%
233,216
-402,868
67
$18.1M 0.45%
494,215
-2,365
68
$18M 0.45%
570,483
+4,747
69
$17.9M 0.45%
396,631
-2,460
70
$17.8M 0.44%
139,258
+3,113
71
$17.8M 0.44%
665,893
+26,434
72
$17.6M 0.44%
221,387
-238
73
$17.4M 0.44%
341,937
-15,980
74
$17.2M 0.43%
241,447
+2,571
75
$17.1M 0.43%
267,364
+83,433
1 2
3
4 5