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
501
$246K 0.01%
17,228
502
$246K 0.01%
18,534
503
$245K 0.01%
14,197
504
$244K 0.01%
5,985
-1,936
505
$244K 0.01%
14,907
506
$239K 0.01%
17,285
507
$237K 0.01%
16,682
508
$236K 0.01%
20,280
509
$236K 0.01%
10,620
510
$235K 0.01%
18,989
511
$235K 0.01%
3,619
+500
512
$231K 0.01%
11,465
513
$230K 0.01%
4,260
-5,317
514
$227K 0.01%
10,350
515
$227K 0.01%
+12,175
516
$226K 0.01%
2,580
-100
517
$226K 0.01%
9,854
518
$221K 0.01%
10,791
519
$220K 0.01%
3,184
520
$220K 0.01%
+17,550
521
$220K 0.01%
5,840
522
$218K 0.01%
4,050
523
$218K 0.01%
12,880
524
$216K 0.01%
4,125
525
$215K 0.01%
+16,350
19 20
21
22 23