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
$4.18B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1 +$57.8M
2 +$42.6M
3 +$32M
4
WDC icon
Western Digital
WDC
+$30.4M
5
HD icon
Home Depot
HD
+$23.9M

Top Sells

1 +$30.8M
2 +$23M
3 +$21.5M
4
V icon
Visa
V
+$21.3M
5
LLL
L3 Technologies, Inc.
LLL
+$20.9M

Sector Composition

1 Technology 16.48%
2 Healthcare 15.25%
3 Financials 13.76%
4 Industrials 10.12%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$5.65M 0.14%
+153,400
202
$5.65M 0.14%
92,060
-1,150
203
$5.61M 0.13%
199,832
-2,435
204
$5.59M 0.13%
15,736
+8,910
205
$5.58M 0.13%
78,267
-3,174
206
$5.52M 0.13%
72,067
-940
207
$5.4M 0.13%
+310,980
208
$5.26M 0.13%
633,005
-424,905
209
$5.18M 0.12%
136,345
+8,610
210
$5.13M 0.12%
66,119
+2,380
211
$5.07M 0.12%
94,606
+75,272
212
$4.96M 0.12%
+364,134
213
$4.95M 0.12%
94,862
214
$4.94M 0.12%
+134,750
215
$4.92M 0.12%
+191,348
216
$4.8M 0.11%
254,100
-53,827
217
$4.79M 0.11%
44,341
-795
218
$4.78M 0.11%
108,270
-4,780
219
$4.7M 0.11%
124,690
-940
220
$4.69M 0.11%
29,555
+869
221
$4.69M 0.11%
303,390
+48,370
222
$4.6M 0.11%
255,360
-2,470
223
$4.58M 0.11%
63,220
+6,530
224
$4.53M 0.11%
79,471
+12,285
225
$4.49M 0.11%
39,318
-2,325