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
576
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-35,075
577
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-182,675
578
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-4,141
579
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-6,275
580
– –
-6,075
581
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-4,700
582
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-3,800
583
– –
-19,620
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