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
151
$8.2M 0.19%
+286,700
152
$8.14M 0.19%
607,789
+98,761
153
$8.04M 0.19%
134,514
+54,362
154
$7.99M 0.19%
+341,970
155
$7.94M 0.19%
358,842
-87,420
156
$7.86M 0.18%
210,614
+27,736
157
$7.81M 0.18%
170,221
+119,941
158
$7.68M 0.18%
525,436
-69,160
159
$7.64M 0.18%
140,071
-42,100
160
$7.61M 0.18%
290,604
+2,338
161
$7.58M 0.18%
225,855
+85,457
162
$7.58M 0.18%
+167,309
163
$7.56M 0.18%
339,436
+112,801
164
$7.54M 0.18%
606,613
-27,380
165
$7.53M 0.18%
397,701
+48,990
166
$7.47M 0.17%
38,402
-158
167
$7.46M 0.17%
476,902
+331,629
168
$7.45M 0.17%
210,811
-143,760
169
$7.45M 0.17%
271,308
+174,493
170
$7.13M 0.17%
257,528
-125,854
171
$7.13M 0.17%
45,444
-16,901
172
$7.11M 0.17%
68,436
+52
173
$7.02M 0.16%
79,561
-11,223
174
$6.97M 0.16%
135,447
+107,560
175
$6.88M 0.16%
267,648
+212,548
5 6
7
8 9