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
351
$1.19M 0.04%
+8,763
352
$1.18M 0.04%
108,319
-2,355
353
$1.18M 0.04%
+81,155
354
$1.16M 0.04%
28,806
355
$1.16M 0.04%
12,426
356
$1.16M 0.04%
+78,272
357
$1.16M 0.04%
42,267
-9,593
358
$1.15M 0.04%
32,100
+700
359
$1.14M 0.04%
20,389
+48
360
$1.14M 0.04%
20,263
+318
361
$1.13M 0.04%
+78,237
362
$1.13M 0.04%
+20,620
363
$1.12M 0.04%
10,725
-367
364
$1.12M 0.04%
2,361
+119
365
$1.1M 0.04%
+10,973
366
$1.1M 0.04%
+40,463
367
$1.1M 0.04%
188,922
-1,340
368
$1.08M 0.04%
190,332
-1,179,667
369
$1.08M 0.04%
37,006
+1,310
370
$1.06M 0.04%
+25,336
371
$1.06M 0.04%
+15,852
372
$1.05M 0.04%
62,788
+29,868
373
$1.04M 0.04%
20,618
+9,590
374
$1.02M 0.04%
5,968
-812
375
$1.02M 0.04%
48,800
13 14
15
16 17