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
$4B
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$35.1M
3
+$34.1M
4
NTAP icon
NetApp
NTAP
+$32.2M
5
FIS icon
Fidelity National Information Services
FIS
+$31.8M

Top Sells

1
+$59.6M
2
+$43.5M
3
+$42.1M
4
UNH icon
UnitedHealth
UNH
+$41.4M
5
INTU icon
Intuit
INTU
+$41.2M

Sector Composition

1 Technology 20.57%
2 Consumer Discretionary 14.48%
3 Healthcare 13.25%
4 Financials 12.38%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.2M 0.55%
482,478
-31,960
52
$22M 0.55%
299,751
+48,312
53
$21.8M 0.55%
416,350
+122,830
54
$21.4M 0.54%
759,088
-721,505
55
$21.3M 0.53%
130,354
-1,544
56
$20.6M 0.52%
1,002,827
+145,038
57
$20.6M 0.52%
1,127,099
+41,850
58
$20.4M 0.51%
197,205
-18,106
59
$20.2M 0.51%
190,605
+28,149
60
$19.1M 0.48%
375,702
-454
61
$18.8M 0.47%
269,823
-10,709
62
$18.7M 0.47%
434,781
+34,654
63
$18.1M 0.45%
255,532
+33,282
64
$17.9M 0.45%
124,836
+122,246
65
$17.5M 0.44%
+581,804
66
$17.3M 0.43%
155,847
-19,335
67
$17.1M 0.43%
493,055
-24,495
68
$17.1M 0.43%
124,918
-124,332
69
$16.7M 0.42%
355,796
+313,921
70
$15.6M 0.39%
309,984
+191,797
71
$14.8M 0.37%
151,723
+147,393
72
$14.7M 0.37%
158,759
-454,724
73
$14.6M 0.36%
53,684
-1,672
74
$13.9M 0.35%
109,984
+163
75
$13.1M 0.33%
297,966
-193,889
1 2
3
4 5