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
176
$6.84M 0.16%
+156,820
177
$6.78M 0.16%
476,958
+333,107
178
$6.78M 0.16%
153,726
+96,765
179
$6.7M 0.16%
65,239
+741
180
$6.67M 0.16%
517,069
+77,030
181
$6.61M 0.15%
+161,650
182
$6.55M 0.15%
352,249
+106,804
183
$6.53M 0.15%
125,964
+10,651
184
$6.48M 0.15%
212,709
+4,734
185
$6.29M 0.15%
70,379
-61,088
186
$6.28M 0.15%
49,314
+2,952
187
$6.28M 0.15%
116,073
+45,678
188
$6.27M 0.15%
28,873
-3,879
189
$6.07M 0.14%
787,560
-83,508
190
$6.04M 0.14%
96,718
+37,135
191
$6.03M 0.14%
133,184
+94,374
192
$5.86M 0.14%
366,364
+94,477
193
$5.85M 0.14%
86,679
-518
194
$5.77M 0.13%
169,843
+43,847
195
$5.74M 0.13%
+343,090
196
$5.72M 0.13%
176,728
+131,786
197
$5.67M 0.13%
299,972
+247,252
198
$5.66M 0.13%
202,130
+98,440
199
$5.65M 0.13%
+121,640
200
$5.64M 0.13%
95,185
-32,518
6 7
8
9 10