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
$2.1B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.9M
3
+$11.3M
4
EHC icon
Encompass Health
EHC
+$10.9M
5
ANF icon
Abercrombie & Fitch
ANF
+$9.23M

Top Sells

1
+$12.4M
2
+$10.8M
3
+$9.91M
4
STX icon
Seagate
STX
+$9.16M
5
PNW icon
Pinnacle West Capital
PNW
+$8.02M

Sector Composition

1 Financials 17.61%
2 Healthcare 13.82%
3 Technology 9.77%
4 Industrials 9.41%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.1M 0.91%
852,448
-65,514
27
$19M 0.91%
230,901
-36,720
28
$18.9M 0.9%
371,481
-20,647
29
$18.8M 0.9%
205,179
+287
30
$18.5M 0.88%
126,897
-14,981
31
$18.3M 0.87%
136,087
+1,055
32
$17.5M 0.84%
415,693
+26,521
33
$17.3M 0.82%
538,397
+2,325
34
$16.2M 0.77%
1,472
+21
35
$16.1M 0.77%
348,041
+1,008
36
$16.1M 0.77%
607,083
-4,980
37
$16.1M 0.77%
1,268,643
-259,807
38
$15.9M 0.76%
451,086
-7,218
39
$15.8M 0.75%
359,409
+21,275
40
$15.7M 0.75%
195,631
+830
41
$15.6M 0.74%
191,569
-8,505
42
$14.7M 0.7%
181,904
+1,060
43
$14.4M 0.69%
493,168
-9,110
44
$14.1M 0.67%
733,867
+589,372
45
$14M 0.67%
365,941
+5,130
46
$13.9M 0.66%
179,049
+5,350
47
$13.5M 0.64%
480,795
+11,147
48
$13.4M 0.64%
1,088,156
+12,724
49
$13.1M 0.62%
177,452
+1,441
50
$13.1M 0.62%
222,922
+2,000
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