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
126
$10.3M 0.24%
+315,138
127
$10.3M 0.24%
275,524
-6,330
128
$9.96M 0.23%
294,874
+23,960
129
$9.92M 0.23%
236,111
+185,650
130
$9.51M 0.22%
+409,820
131
$9.36M 0.22%
+399,120
132
$9.27M 0.22%
386,734
-5,988
133
$9.18M 0.21%
+238,800
134
$9.11M 0.21%
167,281
-687
135
$9.11M 0.21%
84,000
+62,225
136
$9.03M 0.21%
330,814
+265,035
137
$9M 0.21%
207,373
-1,946
138
$8.96M 0.21%
162,532
+85,577
139
$8.93M 0.21%
176,130
+1,550
140
$8.89M 0.21%
345,275
+188,110
141
$8.89M 0.21%
+1,667,096
142
$8.87M 0.21%
380,412
+163,120
143
$8.84M 0.21%
528,826
+346,434
144
$8.82M 0.21%
495,754
+354,280
145
$8.79M 0.21%
331,490
+157,661
146
$8.69M 0.2%
361,499
-3,890
147
$8.61M 0.2%
+119,265
148
$8.52M 0.2%
157,624
+137,006
149
$8.49M 0.2%
110,715
+24,080
150
$8.28M 0.19%
400,121
-25,818
4 5
6
7 8