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
401
$882K 0.03%
90,262
+11,519
402
$880K 0.03%
+34,752
403
$880K 0.03%
20,325
-1,500
404
$880K 0.03%
39,608
-9,434
405
$870K 0.03%
+10,100
406
$857K 0.03%
9,662
-4,066
407
$857K 0.03%
10,800
+250
408
$853K 0.03%
19,074
+190
409
$850K 0.03%
7,865
-49,470
410
$848K 0.03%
15,700
+7,300
411
$835K 0.03%
27,497
-1,492
412
$833K 0.03%
7,716
+315
413
$827K 0.03%
13,444
+3,440
414
$808K 0.03%
+22,500
415
$804K 0.03%
3,720
-1,697
416
$787K 0.03%
7,201
417
$786K 0.03%
36,456
-7,090
418
$786K 0.03%
+59,836
419
$765K 0.03%
+30,148
420
$762K 0.03%
8,205
-575
421
$760K 0.03%
11,750
-367
422
$757K 0.03%
+14,891
423
$751K 0.03%
+3,361
424
$748K 0.03%
+32,319
425
$742K 0.03%
27,559
-5,914
15 16
17
18 19