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
$2.67B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$18M
3
+$11.9M
4
BKU icon
Bankunited
BKU
+$10.3M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$10.3M

Top Sells

1
+$21.7M
2
+$15.5M
3
+$13.1M
4
F icon
Ford
F
+$12.7M
5
WFM
Whole Foods Market Inc
WFM
+$9.49M

Sector Composition

1 Financials 17.28%
2 Healthcare 13.75%
3 Technology 11.2%
4 Industrials 9.84%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.95M 0.11%
+61,325
227
$2.94M 0.11%
92,967
-299,911
228
$2.91M 0.11%
+91,351
229
$2.91M 0.11%
+64,112
230
$2.89M 0.11%
+39,050
231
$2.84M 0.11%
78,610
-146,024
232
$2.83M 0.11%
70,395
-83,755
233
$2.77M 0.1%
204,205
-3,577
234
$2.74M 0.1%
182,392
+110,985
235
$2.72M 0.1%
56,961
+40,574
236
$2.61M 0.1%
+63,199
237
$2.56M 0.1%
+123,950
238
$2.56M 0.1%
60,129
+1,225
239
$2.55M 0.1%
5,481
-947
240
$2.54M 0.1%
13,276
-4,739
241
$2.54M 0.1%
+74,524
242
$2.51M 0.09%
30,480
-50,872
243
$2.49M 0.09%
24,674
+21,224
244
$2.47M 0.09%
62,194
+15,835
245
$2.46M 0.09%
22,437
+76
246
$2.43M 0.09%
61,360
+745
247
$2.42M 0.09%
23,437
+261
248
$2.41M 0.09%
+164,827
249
$2.4M 0.09%
+50,280
250
$2.4M 0.09%
21,775
+17,275
8 9
10
11 12