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
$4B
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$35.1M
3
+$34.1M
4
NTAP icon
NetApp
NTAP
+$32.2M
5
FIS icon
Fidelity National Information Services
FIS
+$31.8M

Top Sells

1
+$59.6M
2
+$43.5M
3
+$42.1M
4
UNH icon
UnitedHealth
UNH
+$41.4M
5
INTU icon
Intuit
INTU
+$41.2M

Sector Composition

1 Technology 20.57%
2 Consumer Discretionary 14.48%
3 Healthcare 13.25%
4 Financials 12.38%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.37M 0.11%
229,599
-3,360
202
$4.37M 0.11%
222,503
-33,674
203
$4.37M 0.11%
+52,556
204
$4.3M 0.11%
30,757
-154,317
205
$4.27M 0.11%
204,832
-57,315
206
$4.23M 0.11%
127,827
+41,586
207
$4.23M 0.11%
87,637
-12,352
208
$4.21M 0.11%
46,093
+955
209
$4.17M 0.1%
116,268
+741
210
$4.12M 0.1%
54,058
-1,760
211
$4.07M 0.1%
132,604
-26,113
212
$4.06M 0.1%
257,214
+21,910
213
$4.01M 0.1%
57,063
-245,054
214
$4M 0.1%
90,916
+873
215
$3.97M 0.1%
42,656
+26,784
216
$3.96M 0.1%
202,567
-30,317
217
$3.92M 0.1%
38,655
+10,219
218
$3.88M 0.1%
112,282
+9,210
219
$3.88M 0.1%
193,010
-45,674
220
$3.87M 0.1%
159,596
-41,902
221
$3.85M 0.1%
58,396
+412
222
$3.77M 0.09%
+42,148
223
$3.73M 0.09%
34,256
-34,248
224
$3.71M 0.09%
58,607
-270,201
225
$3.62M 0.09%
+278,120
7 8
9
10 11