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
376
$1.01M 0.04%
10,440
377
$1.01M 0.04%
99,254
+500
378
$998K 0.04%
76,874
-1,231
379
$987K 0.04%
+24,014
380
$985K 0.04%
+34,412
381
$981K 0.04%
24,774
-5,189
382
$978K 0.04%
12,271
383
$964K 0.04%
52,720
+9,556
384
$955K 0.04%
+15,534
385
$940K 0.04%
34,650
+500
386
$939K 0.04%
+28,769
387
$929K 0.03%
17,853
-3,242
388
$922K 0.03%
14,796
-6,575
389
$921K 0.03%
64,281
-87,158
390
$920K 0.03%
11,451
391
$919K 0.03%
+20,399
392
$911K 0.03%
22,212
+11
393
$910K 0.03%
19,708
-1,695
394
$909K 0.03%
17,416
395
$903K 0.03%
11,953
-1,876
396
$900K 0.03%
+43,930
397
$899K 0.03%
10,529
-200
398
$894K 0.03%
16,993
+538
399
$892K 0.03%
24,921
-146,392
400
$888K 0.03%
14,025
-820
14 15
16
17 18