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
76
$6.72M 0.34%
75,871
-921
77
$6.67M 0.34%
+56,082
78
$6.64M 0.34%
27,443
-41,407
79
$6.63M 0.34%
72,822
+18,389
80
$6.55M 0.33%
174,487
+149,028
81
$6.53M 0.33%
+173,004
82
$6.45M 0.33%
47,733
+209
83
$6.31M 0.32%
90,577
+23,591
84
$6.25M 0.32%
193,754
-9,187
85
$6.21M 0.32%
66,709
+3,298
86
$6.19M 0.32%
37,750
+32,470
87
$6.16M 0.31%
246,783
-744
88
$6.11M 0.31%
105,055
+475
89
$6.1M 0.31%
42,679
+36,651
90
$5.98M 0.31%
69,202
+5
91
$5.94M 0.3%
74,287
-287
92
$5.93M 0.3%
118,766
-84
93
$5.87M 0.3%
27,990
-204
94
$5.8M 0.3%
212,962
-14,652
95
$5.74M 0.29%
28,567
-481
96
$5.65M 0.29%
45,823
-230
97
$5.63M 0.29%
135,400
+12,171
98
$5.59M 0.29%
104,234
+125
99
$5.56M 0.28%
53,440
+18,097
100
$5.55M 0.28%
72,377
+32,338
2 3
4
5 6