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
$4.01B
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$29.4M
3
+$28.7M
4
LOW icon
Lowe's Companies
LOW
+$26.2M
5
CMI icon
Cummins
CMI
+$20.7M

Top Sells

1
+$39.1M
2
+$32.5M
3
+$31.7M
4
GIS icon
General Mills
GIS
+$27.7M
5
HD icon
Home Depot
HD
+$27.5M

Sector Composition

1 Healthcare 17.88%
2 Technology 13.15%
3 Financials 10.92%
4 Communication Services 9.73%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.89M 0.15%
359,510
+101,890
177
$5.88M 0.15%
114,384
+3,206
178
$5.88M 0.15%
328,790
+148,560
179
$5.84M 0.15%
248,830
-110
180
$5.84M 0.15%
285,612
-840
181
$5.8M 0.14%
363,510
-150
182
$5.8M 0.14%
+121,510
183
$5.78M 0.14%
187,052
-1,850
184
$5.76M 0.14%
+278,240
185
$5.68M 0.14%
97,385
-3,823
186
$5.59M 0.14%
+293,750
187
$5.59M 0.14%
101,726
-322
188
$5.59M 0.14%
126,418
-210
189
$5.58M 0.14%
128,999
-255
190
$5.43M 0.14%
212,730
-420
191
$5.39M 0.13%
310,588
-56,518
192
$5.35M 0.13%
174,400
-46,460
193
$5.28M 0.13%
73,008
-170
194
$5.26M 0.13%
+147,521
195
$5.25M 0.13%
390,225
+346,050
196
$5.23M 0.13%
137,229
-31,665
197
$5.23M 0.13%
+311,790
198
$5.21M 0.13%
177,810
-320
199
$5.2M 0.13%
+237,210
200
$5.17M 0.13%
210,832
+5,628
6 7
8
9 10