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
101
$13.2M 0.31%
104,385
+84,125
102
$13.2M 0.31%
385,518
-1,882
103
$13.1M 0.31%
188,130
+79,679
104
$13.1M 0.3%
+261,120
105
$12.4M 0.29%
379,948
+170,651
106
$11.8M 0.28%
267,020
+256,010
107
$11.7M 0.27%
563,350
+439,400
108
$11.7M 0.27%
197,891
-948
109
$11.7M 0.27%
334,225
+244,485
110
$11.6M 0.27%
935,647
+103,022
111
$11.6M 0.27%
877,060
-431,425
112
$11.5M 0.27%
240,139
+81,450
113
$11.5M 0.27%
134,534
+2,590
114
$11.4M 0.27%
141,514
-78,195
115
$11.4M 0.27%
82,645
+61,020
116
$11.2M 0.26%
162,099
+2,014
117
$11.1M 0.26%
+136,502
118
$11.1M 0.26%
236,900
-9,095
119
$10.9M 0.25%
355,220
+25,461
120
$10.7M 0.25%
220,504
+77,657
121
$10.6M 0.25%
1,088,247
+605,907
122
$10.6M 0.25%
210,912
+146,800
123
$10.6M 0.25%
74,498
+70,898
124
$10.5M 0.25%
159,816
-48
125
$10.5M 0.24%
+353,115
3 4
5
6 7