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
$4.42B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$42.3M
3
+$28.2M
4
DXC icon
DXC Technology
DXC
+$26.6M
5
GWW icon
W.W. Grainger
GWW
+$25.2M

Top Sells

1
+$31.6M
2
+$22.8M
3
+$22.2M
4
DIS icon
Walt Disney
DIS
+$21.7M
5
KMB icon
Kimberly-Clark
KMB
+$21.5M

Sector Composition

1 Technology 18.57%
2 Financials 13.82%
3 Healthcare 13.2%
4 Consumer Discretionary 10.87%
5 Communication Services 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.5M 0.51%
485,740
+965
52
$22.2M 0.5%
195,218
-4,320
53
$22.2M 0.5%
286,728
+221,014
54
$22.1M 0.5%
362,283
-25,440
55
$22.1M 0.5%
+200,175
56
$21.1M 0.48%
327,040
-430
57
$20.8M 0.47%
251,944
+1,570
58
$20.8M 0.47%
514,481
-4,384
59
$20.5M 0.46%
290,570
-30,680
60
$20.3M 0.46%
144,926
-9,815
61
$20.2M 0.46%
174,196
-272,476
62
$19.5M 0.44%
140,828
+100,103
63
$19.5M 0.44%
166,950
-1,510
64
$19.1M 0.43%
104,263
-2,553
65
$18.4M 0.42%
371,785
-4,369
66
$18.4M 0.42%
637,955
-2,820
67
$18.3M 0.41%
297,052
+10,300
68
$18.3M 0.41%
917,515
+30,126
69
$18.3M 0.41%
73,753
+5,445
70
$18.2M 0.41%
105,945
+190
71
$18M 0.41%
378,570
+8,820
72
$17.7M 0.4%
+681,138
73
$17.6M 0.4%
93,617
-1,243
74
$17.3M 0.39%
147,840
+9,840
75
$17M 0.39%
446,210
+7,026
1 2
3
4 5