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
26
$18.6M 0.7%
199,741
-20,337
27
$18.1M 0.68%
237,206
-3,162
28
$17.8M 0.67%
327,427
+130,773
29
$17.6M 0.66%
135,023
-14,837
30
$17.5M 0.65%
219,709
-1,397
31
$17M 0.64%
1,308,485
-15,541
32
$16.9M 0.63%
174,147
+31,938
33
$16.9M 0.63%
265,648
+9,946
34
$16.7M 0.62%
364,027
+14,588
35
$16.4M 0.62%
242,316
+125,132
36
$16M 0.6%
622,443
+39,062
37
$15.7M 0.59%
218,175
+3,083
38
$15.2M 0.57%
430,754
-2,823
39
$14.8M 0.56%
215,195
+83,546
40
$14.8M 0.55%
519,556
+110,602
41
$14.6M 0.55%
563,210
+183,846
42
$14.5M 0.55%
371,555
-6,871
43
$14.1M 0.53%
367,466
+2,875
44
$13.4M 0.5%
253,649
-71,231
45
$13.3M 0.5%
218,553
-3,049
46
$13M 0.49%
164,888
-9,497
47
$12.8M 0.48%
62,279
-6,616
48
$12.7M 0.48%
387,400
-2,622
49
$12.6M 0.47%
109,316
+8,690
50
$12.6M 0.47%
140,158
-6,465
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