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
$3.9B
AUM Growth
-$730M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$32.3M
3
+$28.7M
4
FHI icon
Federated Hermes
FHI
+$28M
5
FTNT icon
Fortinet
FTNT
+$23.8M

Top Sells

1
+$44.9M
2
+$43M
3
+$41.8M
4
AAPL icon
Apple
AAPL
+$37.6M
5
C icon
Citigroup
C
+$30.7M

Sector Composition

1 Technology 20.58%
2 Financials 14.06%
3 Healthcare 13.5%
4 Consumer Discretionary 12.8%
5 Industrials 12.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20.5M 0.53%
173,460
-4,015
52
$20M 0.51%
+308,010
53
$20M 0.51%
131,898
-71,359
54
$19.6M 0.5%
249,250
+58,630
55
$18.9M 0.48%
169,371
+20,130
56
$18.8M 0.48%
178,305
-3,721
57
$17.9M 0.46%
229,340
-3,984
58
$17.8M 0.46%
162,456
+152,742
59
$17.8M 0.46%
155,685
+33,451
60
$17.7M 0.45%
400,127
+9,990
61
$17.7M 0.45%
376,156
-4,194
62
$17.6M 0.45%
857,789
+364,734
63
$17M 0.44%
73,403
-3,160
64
$16.9M 0.43%
+491,855
65
$16.9M 0.43%
+1,325,888
66
$16.6M 0.43%
280,532
-233,760
67
$16.6M 0.42%
+631,495
68
$16.4M 0.42%
50,108
-1,544
69
$16.3M 0.42%
+298,748
70
$16.3M 0.42%
175,182
-139,986
71
$16.1M 0.41%
251,439
+14,289
72
$15.8M 0.41%
259,483
-37,417
73
$15.8M 0.4%
194,140
-2,895
74
$15.3M 0.39%
293,520
-234,892
75
$14.6M 0.37%
717,900
-631,510
1 2
3
4 5