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
$2.35B
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$11.4M
3
+$10.6M
4
IPG
Interpublic Group of Companies
IPG
+$10.3M
5
ALK icon
Alaska Air
ALK
+$8.61M

Top Sells

1
+$14.6M
2
+$14.4M
3
+$12.6M
4
TGNA icon
TEGNA Inc
TGNA
+$10.2M
5
WDR
Waddell & Reed Financial, Inc.
WDR
+$10M

Sector Composition

1 Healthcare 14.5%
2 Financials 13.75%
3 Technology 11.89%
4 Industrials 9.52%
5 Energy 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$298K 0.01%
20,900
452
$295K 0.01%
6,385
453
$295K 0.01%
13,469
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454
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7,230
455
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456
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457
$284K 0.01%
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-3
458
$284K 0.01%
6,582
459
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+15,247
460
$280K 0.01%
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461
$280K 0.01%
7,730
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462
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463
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464
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7,610
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7,800
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466
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5,000
467
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11,000
468
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11,427
470
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3,213
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7,907
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472
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19,320
473
$268K 0.01%
7,000
474
$267K 0.01%
11,091
475
$266K 0.01%
5,450
-1,000
17 18
19
20 21