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
501
$473K 0.02%
+13,107
502
$472K 0.02%
7,425
-453
503
$468K 0.02%
17,827
-2,450
504
$466K 0.02%
14,644
505
$465K 0.02%
14,955
-5,171
506
$464K 0.02%
+9,090
507
$463K 0.02%
60,830
508
$462K 0.02%
16,220
+9,220
509
$460K 0.02%
+17,905
510
$456K 0.02%
+25,900
511
$455K 0.02%
+24,580
512
$455K 0.02%
+85,115
513
$454K 0.02%
+41,110
514
$453K 0.02%
+10,922
515
$453K 0.02%
13,228
+190
516
$452K 0.02%
14,172
517
$448K 0.02%
15,310
-600
518
$445K 0.02%
+22,990
519
$443K 0.02%
2,292
520
$442K 0.02%
+24,568
521
$441K 0.02%
12,463
-870
522
$440K 0.02%
3,600
523
$439K 0.02%
5,952
-617
524
$438K 0.02%
5,150
+625
525
$431K 0.02%
+9,125
19 20
21
22 23