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
476
$536K 0.02%
+23,605
477
$536K 0.02%
+24,645
478
$535K 0.02%
32,609
-288
479
$532K 0.02%
11,030
-1,751
480
$531K 0.02%
+31,820
481
$530K 0.02%
18,074
-1,050
482
$525K 0.02%
24,861
-2,400
483
$516K 0.02%
8,986
-345
484
$515K 0.02%
+43,446
485
$506K 0.02%
24,983
-97
486
$505K 0.02%
20,670
+6,097
487
$503K 0.02%
4,250
488
$499K 0.02%
20,652
-2,945
489
$496K 0.02%
685
490
$496K 0.02%
12,570
-885
491
$494K 0.02%
9,144
-983
492
$493K 0.02%
+38,371
493
$491K 0.02%
17,260
-1,205
494
$490K 0.02%
+16,460
495
$484K 0.02%
11,095
-770
496
$482K 0.02%
7,179
497
$480K 0.02%
49,693
-2,840
498
$479K 0.02%
4,793
+241
499
$475K 0.02%
+10,335
500
$475K 0.02%
10,615
-740
18 19
20
21 22