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
26
$21.7M 0.92%
118,111
-499
27
$21.1M 0.9%
197,826
+4,789
28
$21M 0.89%
197,036
+380
29
$20.9M 0.89%
324,139
+315,484
30
$20.5M 0.87%
171,647
+53,920
31
$19.5M 0.83%
227,824
+545
32
$19M 0.81%
517,273
+2,824
33
$18.6M 0.79%
288,462
+103,456
34
$18M 0.76%
339,618
-1,295
35
$17.8M 0.76%
202,956
+5,444
36
$17.6M 0.75%
2,354,440
-14,750
37
$16.9M 0.72%
406,249
+82,698
38
$16.8M 0.71%
154,531
+1,766
39
$16.5M 0.7%
438,216
-4,748
40
$16.4M 0.7%
182,427
+425
41
$16.3M 0.69%
613,381
+368
42
$16.2M 0.69%
193,626
+2,218
43
$16.1M 0.68%
755,400
-600
44
$16.1M 0.68%
107,257
+2,590
45
$16.1M 0.68%
461,117
+327,729
46
$15.8M 0.67%
128,314
+1,749
47
$15.5M 0.66%
532,317
-151,034
48
$14.9M 0.64%
252,197
-152,613
49
$14.7M 0.62%
627,275
+56,282
50
$14.5M 0.61%
556,303
+125,335
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