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
526
$424K 0.02%
33,295
-2,335
527
$422K 0.02%
3,262
-82
528
$418K 0.02%
8,285
+2,087
529
$418K 0.02%
3,121
530
$418K 0.02%
26,762
531
$417K 0.02%
6,826
532
$415K 0.02%
+40,611
533
$413K 0.02%
7,104
+301
534
$412K 0.02%
+7,126
535
$409K 0.02%
7,840
+241
536
$402K 0.02%
8,515
+303
537
$401K 0.02%
+35,565
538
$394K 0.01%
8,126
-5,110
539
$394K 0.01%
+7,198
540
$392K 0.01%
20,716
-8,264
541
$391K 0.01%
16,855
+910
542
$391K 0.01%
17,249
-7,240
543
$390K 0.01%
104,998
544
$384K 0.01%
4,253
545
$384K 0.01%
3,363
-50
546
$382K 0.01%
5,525
547
$381K 0.01%
4,085
-7,131
548
$381K 0.01%
3,700
-58,500
549
$379K 0.01%
12,675
550
$376K 0.01%
12,715
-1,200
20 21
22
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