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
251
$2.38M 0.09%
+96,815
252
$2.36M 0.09%
+45,508
253
$2.34M 0.09%
+26,236
254
$2.33M 0.09%
108,120
+54,371
255
$2.32M 0.09%
+185,410
256
$2.29M 0.09%
7,836
-20,060
257
$2.27M 0.09%
68,579
-59,331
258
$2.26M 0.08%
19,505
-100
259
$2.23M 0.08%
+141,474
260
$2.21M 0.08%
+69,266
261
$2.2M 0.08%
+84,984
262
$2.19M 0.08%
135,740
+50,480
263
$2.19M 0.08%
+56,661
264
$2.18M 0.08%
40,949
+22,370
265
$2.18M 0.08%
40,134
-3,414
266
$2.17M 0.08%
20,260
-385
267
$2.14M 0.08%
145,273
+80,949
268
$2.09M 0.08%
23,105
-70
269
$2.09M 0.08%
34,795
-54,190
270
$2.06M 0.08%
46,158
-6,075
271
$2.06M 0.08%
+196,436
272
$2.05M 0.08%
42,378
273
$2.04M 0.08%
+29,344
274
$2.04M 0.08%
+136,049
275
$2M 0.08%
+43,243
9 10
11
12 13