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
201
$5.14M 0.13%
+102,615
202
$5.11M 0.13%
55,237
-16,499
203
$4.97M 0.12%
94,862
204
$4.97M 0.12%
348,969
-710
205
$4.94M 0.12%
341,021
-610
206
$4.84M 0.12%
175,418
-1,000
207
$4.8M 0.12%
+112,860
208
$4.79M 0.12%
+123,179
209
$4.61M 0.11%
34,354
-1,501
210
$4.57M 0.11%
188,758
+42,005
211
$4.57M 0.11%
72,024
-290
212
$4.52M 0.11%
268,059
-114,155
213
$4.48M 0.11%
126,747
+8,531
214
$4.48M 0.11%
54,980
+2,063
215
$4.47M 0.11%
23,952
-3,264
216
$4.47M 0.11%
97,110
+17,100
217
$4.43M 0.11%
161,270
-60
218
$4.36M 0.11%
+351,985
219
$4.3M 0.11%
+248,540
220
$4.22M 0.11%
+273,895
221
$4.18M 0.1%
66,739
+304
222
$4.16M 0.1%
96,178
-15,840
223
$4.14M 0.1%
91,465
-2,862
224
$4.08M 0.1%
210,192
-2,120
225
$4.03M 0.1%
89,134
-234,082
7 8
9
10 11