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
$4.28B
AUM Growth
+$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$89.4M
2
+$82M
3
+$57M
4
MSFT icon
Microsoft
MSFT
+$55.6M
5
META icon
Meta Platforms (Facebook)
META
+$50.1M

Top Sells

1
+$20.5M
2
+$20M
3
+$16.9M
4
BP icon
BP
BP
+$15.2M
5
GE icon
GE Aerospace
GE
+$14.6M

Sector Composition

1 Healthcare 17.14%
2 Financials 12.35%
3 Technology 12.23%
4 Communication Services 10.2%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.4M 0.38%
153,555
+150,555
77
$16.2M 0.38%
+492,008
78
$16.2M 0.38%
2,039,990
+294,570
79
$16.2M 0.38%
430,645
+411,985
80
$16.2M 0.38%
+474,997
81
$16M 0.37%
388,504
+16,949
82
$15.6M 0.37%
153,656
+100,026
83
$15.6M 0.36%
358,859
-5,168
84
$15.5M 0.36%
429,220
-1,534
85
$15.5M 0.36%
456,950
+295,866
86
$15.5M 0.36%
162,291
-56,896
87
$15.1M 0.35%
665,601
+497,310
88
$14.9M 0.35%
364,578
+262,560
89
$14.8M 0.35%
141,854
+19,492
90
$14.5M 0.34%
76,585
+56,725
91
$14.3M 0.33%
160,305
+124,875
92
$14.2M 0.33%
82,769
+43,113
93
$14M 0.33%
242,450
+173,024
94
$14M 0.33%
+531,919
95
$13.9M 0.33%
217,613
-940
96
$13.8M 0.32%
446,000
-1,322
97
$13.7M 0.32%
179,086
+114,767
98
$13.4M 0.31%
311,777
-55,689
99
$13.3M 0.31%
184,000
+144,950
100
$13.3M 0.31%
221,524
+154,781
2 3
4
5 6