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
$4.63B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$29.1M
3
+$28.8M
4
WYNN icon
Wynn Resorts
WYNN
+$25.5M
5
ZTS icon
Zoetis
ZTS
+$22.4M

Top Sells

1
+$34.1M
2
+$31.1M
3
+$23.9M
4
EHC icon
Encompass Health
EHC
+$23.2M
5
MAR icon
Marriott International
MAR
+$22.1M

Sector Composition

1 Technology 16.91%
2 Financials 14.18%
3 Consumer Discretionary 12.08%
4 Healthcare 11.8%
5 Industrials 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11M 0.24%
+79,965
127
$10.9M 0.24%
144,906
+518
128
$10.9M 0.23%
200,355
+2,155
129
$10.8M 0.23%
53,221
-1,539
130
$10.6M 0.23%
194,448
+9,697
131
$10.6M 0.23%
115,252
-17,155
132
$10.5M 0.23%
351,917
-1,046
133
$10.4M 0.22%
278,066
+81,327
134
$10.4M 0.22%
304,119
+28,844
135
$10.4M 0.22%
90,855
-1,979
136
$10.3M 0.22%
71,955
-518
137
$10.3M 0.22%
367,112
-1,080
138
$9.75M 0.21%
+1,003,428
139
$9.74M 0.21%
185,710
-330,302
140
$9.74M 0.21%
140,116
+1,278
141
$9.69M 0.21%
289,575
-1,115
142
$9.54M 0.21%
346,051
+13,583
143
$9.2M 0.2%
+315,593
144
$9.19M 0.2%
239,960
-6,103
145
$8.94M 0.19%
86,305
+930
146
$8.8M 0.19%
104,443
+335
147
$8.34M 0.18%
573,037
+117,615
148
$8.33M 0.18%
141,150
-320
149
$8.23M 0.18%
90,909
-2,778
150
$8.04M 0.17%
1,380,809
-4,579
4 5
6
7 8