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
426
$740K 0.03%
18,800
-300
427
$726K 0.03%
6,161
+190
428
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4,020
-649
429
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-649
430
$711K 0.03%
20,882
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431
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12,362
432
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5,974
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433
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434
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+35,233
435
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29,738
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436
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437
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438
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+14,630
439
$681K 0.03%
25,856
-6,544
440
$679K 0.03%
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-805
441
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29,976
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442
$674K 0.03%
57,750
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443
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+16,027
444
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445
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27,472
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446
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+20,274
447
$665K 0.02%
16,762
-9,760
448
$664K 0.02%
29,494
-325
449
$661K 0.02%
+33,268
450
$659K 0.02%
+20,322
16 17
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