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
101
$8.11M 0.2%
643,227
+134,165
102
$8.04M 0.2%
186,776
-444
103
$7.48M 0.19%
125,645
+2,193
104
$7.48M 0.19%
326,687
+40,328
105
$7.37M 0.18%
123,201
-1,938
106
$7.31M 0.18%
131,780
-116
107
$7.25M 0.18%
68,778
+1,258
108
$7.24M 0.18%
84,823
-1,552
109
$7.22M 0.18%
22,422
-72
110
$7.2M 0.18%
264,607
-4,475
111
$7.19M 0.18%
42,651
-565
112
$7.18M 0.18%
208,899
-4,280
113
$7.16M 0.18%
184,072
-417,648
114
$7.15M 0.18%
595,614
-8,990
115
$7.11M 0.18%
139,478
+7,325
116
$7.09M 0.18%
130,970
+6,956
117
$7.04M 0.18%
167,893
-40,359
118
$7.04M 0.18%
130,673
-160,106
119
$7.04M 0.18%
258,545
+35,475
120
$6.99M 0.17%
107,809
+41,448
121
$6.98M 0.17%
226,523
-6,292
122
$6.9M 0.17%
72,185
-750
123
$6.79M 0.17%
365,148
+279,155
124
$6.79M 0.17%
92,742
125
$6.73M 0.17%
63,853
+9,163
3 4
5
6 7