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
176
$3.1M 0.16%
132,771
-1,621
177
$3.08M 0.16%
+166,692
178
$3.04M 0.16%
149,540
+17,030
179
$3.02M 0.15%
64,703
-1,046
180
$2.93M 0.15%
147,996
-345
181
$2.92M 0.15%
55,076
+13,578
182
$2.87M 0.15%
22,416
-145
183
$2.85M 0.15%
26,818
-547
184
$2.8M 0.14%
52,154
-913
185
$2.77M 0.14%
28,035
+13,670
186
$2.76M 0.14%
182,172
-198,924
187
$2.76M 0.14%
84,915
+1,383
188
$2.74M 0.14%
7,173
-80
189
$2.72M 0.14%
22,155
-732
190
$2.71M 0.14%
16,934
-74
191
$2.7M 0.14%
+18,770
192
$2.67M 0.14%
112,268
+58,114
193
$2.59M 0.13%
+54,640
194
$2.58M 0.13%
46,436
-298
195
$2.55M 0.13%
58,684
+600
196
$2.55M 0.13%
335,646
-2,617
197
$2.53M 0.13%
26,664
-194
198
$2.51M 0.13%
+8,753
199
$2.5M 0.13%
7,798
-12,469
200
$2.49M 0.13%
24,423
-407
6 7
8
9 10