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
$4.01B
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$29.4M
3
+$28.7M
4
LOW icon
Lowe's Companies
LOW
+$26.2M
5
CMI icon
Cummins
CMI
+$20.7M

Top Sells

1
+$39.1M
2
+$32.5M
3
+$31.7M
4
GIS icon
General Mills
GIS
+$27.7M
5
HD icon
Home Depot
HD
+$27.5M

Sector Composition

1 Healthcare 17.88%
2 Technology 13.15%
3 Financials 10.92%
4 Communication Services 9.73%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.9M 0.42%
241,307
-182,147
77
$16.8M 0.42%
512,397
-342,983
78
$16.7M 0.42%
166,855
-142,140
79
$16.4M 0.41%
555,062
+146,228
80
$16.3M 0.41%
192,079
-94,009
81
$16.1M 0.4%
87,206
+84,401
82
$15.8M 0.4%
206,784
-4,224
83
$15.5M 0.39%
309,903
-1,560
84
$15.4M 0.38%
81,110
-655
85
$15.3M 0.38%
188,618
-854
86
$15M 0.37%
223,647
-6,266
87
$15M 0.37%
113,720
+109,550
88
$14.8M 0.37%
569,656
+446,200
89
$14.6M 0.36%
173,970
-680
90
$14.6M 0.36%
229,769
+34,149
91
$14.6M 0.36%
184,229
-5,557
92
$14.4M 0.36%
594,255
-2,740
93
$14.4M 0.36%
+481,645
94
$14.3M 0.36%
+352,264
95
$14.3M 0.36%
355,738
+159,315
96
$14.2M 0.36%
209,785
+199,435
97
$14.1M 0.35%
212,340
+207,490
98
$13.9M 0.35%
467,693
+17,377
99
$13.3M 0.33%
181,839
-443,903
100
$13.1M 0.33%
409,588
+371,605
2 3
4
5 6