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
$1.96B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.7M
3
+$10.2M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$10M
5
PYPL icon
PayPal
PYPL
+$9.85M

Top Sells

1
+$10.8M
2
+$10M
3
+$9.26M
4
MSFT icon
Microsoft
MSFT
+$7.98M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.48M

Sector Composition

1 Technology 15.47%
2 Healthcare 12.95%
3 Financials 12.36%
4 Consumer Discretionary 10.29%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.74M 0.19%
+65,416
152
$3.63M 0.19%
61,940
+1,220
153
$3.61M 0.18%
+70,161
154
$3.6M 0.18%
152,000
-1,621
155
$3.56M 0.18%
27,089
-803
156
$3.52M 0.18%
34,168
+65
157
$3.48M 0.18%
60,518
-74,922
158
$3.47M 0.18%
140,895
+44,323
159
$3.44M 0.18%
37,412
-14,448
160
$3.43M 0.18%
170,791
-1,005
161
$3.43M 0.18%
71,937
+1,550
162
$3.41M 0.17%
29,744
-189
163
$3.39M 0.17%
23,805
+391
164
$3.36M 0.17%
51,795
+4,971
165
$3.33M 0.17%
90,524
+24,675
166
$3.33M 0.17%
40,188
+18,045
167
$3.29M 0.17%
134,559
+109,819
168
$3.28M 0.17%
29,534
+618
169
$3.27M 0.17%
95,768
+14,668
170
$3.23M 0.16%
90,580
-18,110
171
$3.22M 0.16%
16,771
-56,334
172
$3.18M 0.16%
11,794
-398
173
$3.14M 0.16%
30,955
-3,276
174
$3.13M 0.16%
128,434
+6,349
175
$3.11M 0.16%
60,688
+7,631
5 6
7
8 9