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
$3.9B
AUM Growth
-$730M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$32.3M
3
+$28.7M
4
FHI icon
Federated Hermes
FHI
+$28M
5
FTNT icon
Fortinet
FTNT
+$23.8M

Top Sells

1
+$44.9M
2
+$43M
3
+$41.8M
4
AAPL icon
Apple
AAPL
+$37.6M
5
C icon
Citigroup
C
+$30.7M

Sector Composition

1 Technology 20.58%
2 Financials 14.06%
3 Healthcare 13.5%
4 Consumer Discretionary 12.8%
5 Industrials 12.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.33M 0.11%
119,821
-15,314
202
$4.33M 0.11%
+99,989
203
$4.31M 0.11%
24,616
-64,302
204
$4.3M 0.11%
59,799
-80,317
205
$4.28M 0.11%
45,138
+573
206
$4.21M 0.11%
87,203
-2,729
207
$4.13M 0.11%
59,221
-140,074
208
$4.04M 0.1%
29,098
+873
209
$4.01M 0.1%
151,235
-164,358
210
$4M 0.1%
39,802
-51,053
211
$3.94M 0.1%
57,984
-165,325
212
$3.93M 0.1%
+115,527
213
$3.92M 0.1%
121,380
-1,040
214
$3.9M 0.1%
450,681
-552,747
215
$3.82M 0.1%
54,294
-5,358
216
$3.81M 0.1%
56,547
+5,509
217
$3.77M 0.1%
55,818
-16,139
218
$3.6M 0.09%
40,368
-194,451
219
$3.59M 0.09%
68,316
+48,451
220
$3.59M 0.09%
14,832
-4,913
221
$3.53M 0.09%
35,417
-136,628
222
$3.51M 0.09%
21,662
-155,537
223
$3.47M 0.09%
61,567
-12,550
224
$3.46M 0.09%
57,416
+5,550
225
$3.44M 0.09%
+103,072
7 8
9
10 11