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
326
$1.41M 0.05%
+127,718
327
$1.4M 0.05%
9,690
+225
328
$1.38M 0.05%
+55,100
329
$1.38M 0.05%
+24,114
330
$1.38M 0.05%
36,280
-9,060
331
$1.33M 0.05%
11,550
+2,275
332
$1.33M 0.05%
+24,828
333
$1.32M 0.05%
40,665
-62,257
334
$1.31M 0.05%
127,216
335
$1.3M 0.05%
16,900
+9,982
336
$1.29M 0.05%
44,942
+2,566
337
$1.28M 0.05%
+33,264
338
$1.27M 0.05%
63,539
+32,049
339
$1.27M 0.05%
+93,369
340
$1.27M 0.05%
24,098
+1,070
341
$1.26M 0.05%
27,887
+3,238
342
$1.26M 0.05%
20,136
-4,137
343
$1.25M 0.05%
28,405
-12
344
$1.24M 0.05%
138,462
-23,097
345
$1.24M 0.05%
18,930
-1,480
346
$1.23M 0.05%
+69,994
347
$1.19M 0.04%
53,819
348
$1.19M 0.04%
6,750
-391
349
$1.19M 0.04%
101,928
-762,764
350
$1.19M 0.04%
+42,230
12 13
14
15 16