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
551
$376K 0.01%
17,992
-3,917
552
$375K 0.01%
+5,316
553
$372K 0.01%
3,030
554
$368K 0.01%
3,325
555
$364K 0.01%
5,324
556
$359K 0.01%
6,369
-2,080
557
$356K 0.01%
18,660
-1,310
558
$355K 0.01%
29,800
-2,100
559
$353K 0.01%
9,545
-1,830
560
$352K 0.01%
83,800
561
$351K 0.01%
10,088
+1,463
562
$349K 0.01%
+19,467
563
$349K 0.01%
12,063
564
$348K 0.01%
+32,280
565
$348K 0.01%
+9,862
566
$347K 0.01%
12,665
-925
567
$347K 0.01%
8,905
568
$346K 0.01%
+7,011
569
$346K 0.01%
+15,804
570
$343K 0.01%
44,035
-3,105
571
$343K 0.01%
5,720
572
$341K 0.01%
6,950
-6,850
573
$340K 0.01%
9,515
-585
574
$338K 0.01%
12,876
+350
575
$336K 0.01%
+7,215
21 22
23
24 25