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
$4.01B
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$29.4M
3
+$28.7M
4
LOW icon
Lowe's Companies
LOW
+$26.2M
5
CMI icon
Cummins
CMI
+$20.7M

Top Sells

1
+$39.1M
2
+$32.5M
3
+$31.7M
4
GIS icon
General Mills
GIS
+$27.7M
5
HD icon
Home Depot
HD
+$27.5M

Sector Composition

1 Healthcare 17.88%
2 Technology 13.15%
3 Financials 10.92%
4 Communication Services 9.73%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.72M 0.24%
+518,530
127
$9.58M 0.24%
1,627,790
-54,620
128
$9.57M 0.24%
+485,659
129
$9.54M 0.24%
157,855
-735
130
$9.4M 0.23%
1,059,010
+1,011,330
131
$9.34M 0.23%
529,115
+282,010
132
$8.95M 0.22%
+323,476
133
$8.84M 0.22%
179,505
-8,224
134
$8.77M 0.22%
297,915
+21,820
135
$8.67M 0.22%
237,082
-1,435
136
$8.53M 0.21%
362,959
+119
137
$8.52M 0.21%
198,876
+12,321
138
$8.24M 0.21%
104,702
-17,550
139
$8.21M 0.2%
977,050
-1,141,110
140
$7.98M 0.2%
120,221
-310
141
$7.9M 0.2%
476,951
-3,490
142
$7.88M 0.2%
53,055
-53,048
143
$7.79M 0.19%
123,570
-380
144
$7.72M 0.19%
153,748
-6,669
145
$7.63M 0.19%
215,220
-500
146
$7.58M 0.19%
51,264
-23,487
147
$7.54M 0.19%
136,188
-16,644
148
$7.54M 0.19%
113,162
-270
149
$7.45M 0.19%
672,065
-98,444
150
$7.42M 0.19%
154,414
-53,030
4 5
6
7 8