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
$2.1B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.9M
3
+$11.3M
4
EHC icon
Encompass Health
EHC
+$10.9M
5
ANF icon
Abercrombie & Fitch
ANF
+$9.23M

Top Sells

1
+$12.4M
2
+$10.8M
3
+$9.91M
4
STX icon
Seagate
STX
+$9.16M
5
PNW icon
Pinnacle West Capital
PNW
+$8.02M

Sector Composition

1 Financials 17.61%
2 Healthcare 13.82%
3 Technology 9.77%
4 Industrials 9.41%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.46M 0.07%
15,408
+3,866
227
$1.44M 0.07%
+17,904
228
$1.43M 0.07%
+74,705
229
$1.43M 0.07%
+110,803
230
$1.43M 0.07%
45,126
+9,295
231
$1.42M 0.07%
35,766
+8,678
232
$1.38M 0.07%
32,969
+8,991
233
$1.36M 0.07%
19,044
+173
234
$1.35M 0.06%
28,536
235
$1.35M 0.06%
22,611
+916
236
$1.35M 0.06%
40,440
-2
237
$1.33M 0.06%
16,825
+2,380
238
$1.33M 0.06%
11,214
-5,277
239
$1.33M 0.06%
24,666
+3,782
240
$1.32M 0.06%
26,500
-2,325
241
$1.31M 0.06%
24,036
-2,000
242
$1.3M 0.06%
+24,668
243
$1.3M 0.06%
35,385
244
$1.28M 0.06%
+52,934
245
$1.28M 0.06%
21,561
+585
246
$1.27M 0.06%
29,502
-122
247
$1.26M 0.06%
23,079
+32
248
$1.26M 0.06%
14,149
-410
249
$1.26M 0.06%
+152,758
250
$1.25M 0.06%
16,377
-400
8 9
10
11 12