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
576
$336K 0.01%
+16,470
577
$336K 0.01%
12,302
-2,479
578
$335K 0.01%
19,235
-1,355
579
$332K 0.01%
11,680
-790
580
$330K 0.01%
6,477
-211
581
$329K 0.01%
8,331
+360
582
$328K 0.01%
19,620
-4,935
583
$321K 0.01%
7,657
-288
584
$318K 0.01%
7,910
-200
585
$314K 0.01%
+16,620
586
$313K 0.01%
3,143
587
$312K 0.01%
+10,950
588
$311K 0.01%
8,100
589
$308K 0.01%
1,364
590
$306K 0.01%
+29,723
591
$306K 0.01%
2,442
592
$301K 0.01%
26,614
593
$297K 0.01%
+22,939
594
$295K 0.01%
5,991
595
$292K 0.01%
19,905
-1,560
596
$291K 0.01%
3,000
597
$290K 0.01%
3,247
598
$287K 0.01%
8,490
599
$285K 0.01%
15,050
600
$285K 0.01%
3,121
-278
22 23
24
25 26