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
201
$5.58M 0.13%
376,321
+96,253
202
$5.54M 0.13%
831,270
+663,800
203
$5.45M 0.13%
105,498
+2,319
204
$5.26M 0.12%
252,004
+225,110
205
$5.21M 0.12%
84,072
+6,341
206
$5.21M 0.12%
478,769
+230,986
207
$5.18M 0.12%
122,172
+982
208
$5.14M 0.12%
354,487
+246,367
209
$5.12M 0.12%
310,094
+247,306
210
$5.08M 0.12%
94,862
211
$4.97M 0.12%
284,416
+251,807
212
$4.94M 0.12%
99,164
-94,841
213
$4.85M 0.11%
+158,389
214
$4.58M 0.11%
565,380
-32,240
215
$4.58M 0.11%
201,292
+10,716
216
$4.51M 0.11%
122,880
-8,047
217
$4.41M 0.1%
80,530
-1,530
218
$4.34M 0.1%
86,201
-1,081
219
$4.34M 0.1%
74,026
-73,948
220
$4.31M 0.1%
47,888
-117,000
221
$4.24M 0.1%
38,633
-1,415
222
$4.13M 0.1%
+243,460
223
$3.96M 0.09%
+39,592
224
$3.96M 0.09%
78,871
+1,705
225
$3.89M 0.09%
46,039
+228
7 8
9
10 11