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
$1.96B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.7M
3
+$10.2M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$10M
5
PYPL icon
PayPal
PYPL
+$9.85M

Top Sells

1
+$10.8M
2
+$10M
3
+$9.26M
4
MSFT icon
Microsoft
MSFT
+$7.98M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.48M

Sector Composition

1 Technology 15.47%
2 Healthcare 12.95%
3 Financials 12.36%
4 Consumer Discretionary 10.29%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.02M 0.46%
198,610
+32,803
52
$8.9M 0.45%
190,351
+47,116
53
$8.82M 0.45%
237,730
+2,569
54
$8.54M 0.44%
+68,872
55
$8.28M 0.42%
68,154
+13,601
56
$8.21M 0.42%
252,523
+81,218
57
$8.19M 0.42%
78,853
+103
58
$8.17M 0.42%
251,310
-1,431
59
$7.96M 0.41%
147,594
-88,881
60
$7.89M 0.4%
22,758
+2,150
61
$7.89M 0.4%
49,968
+82
62
$7.89M 0.4%
31,897
-1,818
63
$7.72M 0.39%
216,031
+69,002
64
$7.58M 0.39%
119,815
-51,784
65
$7.42M 0.38%
88,152
-72,192
66
$7.3M 0.37%
124,083
+851
67
$7.28M 0.37%
67,697
-234
68
$7.19M 0.37%
89,204
-60,077
69
$7.14M 0.36%
106,248
-12,620
70
$7.01M 0.36%
72,742
71
$6.96M 0.36%
136,787
-2,611
72
$6.88M 0.35%
36,233
-19,261
73
$6.82M 0.35%
83,928
+20,454
74
$6.79M 0.35%
64,152
+35,035
75
$6.72M 0.34%
34,028
-764
1 2
3
4 5