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
76
$12.9M 0.32%
131,481
+111,896
77
$12.9M 0.32%
190,278
-19,978
78
$12.9M 0.32%
304,758
+15,219
79
$12.4M 0.31%
535,616
+279,795
80
$12.3M 0.31%
161,474
-67,866
81
$12.2M 0.3%
85,981
+763
82
$12.2M 0.3%
+198,859
83
$11.8M 0.3%
64,084
-10,985
84
$11.7M 0.29%
175,220
-2,383
85
$11.4M 0.29%
219,759
+5,598
86
$11.3M 0.28%
136,925
-1,302
87
$11.2M 0.28%
102,528
-13,294
88
$9.96M 0.25%
299,053
-7,316
89
$9.86M 0.25%
51,285
-651
90
$9.81M 0.25%
82,697
-452
91
$9.62M 0.24%
556,250
-161,650
92
$9.26M 0.23%
69,638
-304
93
$9.15M 0.23%
226,418
+842
94
$9.14M 0.23%
335,060
+150
95
$9.07M 0.23%
74,759
-22,718
96
$8.82M 0.22%
150,441
-6,295
97
$8.71M 0.22%
221,067
+37,588
98
$8.58M 0.21%
122,247
+1,229
99
$8.33M 0.21%
358,922
-7,925
100
$8.15M 0.2%
265,815
+34,421
2 3
4
5 6