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
276
$1.98M 0.07%
21,020
+13,007
277
$1.98M 0.07%
39,641
-136,361
278
$1.96M 0.07%
+62,730
279
$1.95M 0.07%
31,444
-1,631
280
$1.94M 0.07%
+83,829
281
$1.93M 0.07%
+58,350
282
$1.93M 0.07%
+95,492
283
$1.92M 0.07%
18,095
-160
284
$1.91M 0.07%
26,510
-292
285
$1.9M 0.07%
50,461
-865
286
$1.89M 0.07%
+66,495
287
$1.89M 0.07%
39,902
+2,533
288
$1.85M 0.07%
+8,738
289
$1.84M 0.07%
26,946
+2,845
290
$1.82M 0.07%
8,821
+169
291
$1.82M 0.07%
16,996
+1,042
292
$1.82M 0.07%
62,823
-152,863
293
$1.81M 0.07%
47,396
-8,122
294
$1.81M 0.07%
+51,934
295
$1.8M 0.07%
197,438
+138,588
296
$1.79M 0.07%
143,851
+69,351
297
$1.78M 0.07%
24,055
-67,780
298
$1.76M 0.07%
+41,350
299
$1.74M 0.07%
12,083
+2,123
300
$1.72M 0.06%
+25,135
10 11
12
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