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
$4.42B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$42.3M
3
+$28.2M
4
DXC icon
DXC Technology
DXC
+$26.6M
5
GWW icon
W.W. Grainger
GWW
+$25.2M

Top Sells

1
+$31.6M
2
+$22.8M
3
+$22.2M
4
DIS icon
Walt Disney
DIS
+$21.7M
5
KMB icon
Kimberly-Clark
KMB
+$21.5M

Sector Composition

1 Technology 18.34%
2 Financials 13.82%
3 Healthcare 13.2%
4 Consumer Discretionary 10.87%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.76M 0.18%
252,347
-540
152
$7.71M 0.17%
178,940
-35,925
153
$7.7M 0.17%
104,108
-138,446
154
$7.69M 0.17%
166,469
-49,875
155
$7.57M 0.17%
93,687
-3,830
156
$7.57M 0.17%
367,990
-200
157
$7.49M 0.17%
276,420
-5,220
158
$7.25M 0.16%
380,515
-17,930
159
$7.04M 0.16%
584,234
-30,135
160
$7.04M 0.16%
87,682
-3,045
161
$6.95M 0.16%
213,100
-7,890
162
$6.91M 0.16%
209,639
+29,907
163
$6.74M 0.15%
224,419
+2,183
164
$6.67M 0.15%
287,839
+1,561
165
$6.65M 0.15%
118,317
-1,623
166
$6.64M 0.15%
168,390
-374,547
167
$6.59M 0.15%
135,645
-5,985
168
$6.57M 0.15%
207,530
+305
169
$6.55M 0.15%
141,636
-34,592
170
$6.55M 0.15%
196,739
-12,610
171
$6.54M 0.15%
94,862
172
$6.5M 0.15%
142,424
+12,665
173
$6.48M 0.15%
369,965
-14,385
174
$6.48M 0.15%
455,422
+444,220
175
$6.47M 0.15%
283,705
+2,580
5 6
7
8 9