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
601
$284K 0.01%
10,215
-720
602
$284K 0.01%
18,908
603
$283K 0.01%
+9,160
604
$281K 0.01%
3,200
605
$278K 0.01%
5,050
-4,385
606
$278K 0.01%
29,245
-26,400
607
$278K 0.01%
5,700
608
$276K 0.01%
4,426
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609
$276K 0.01%
3,725
-1,087
610
$276K 0.01%
+25,574
611
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8,420
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612
$272K 0.01%
19,973
-20,504
613
$268K 0.01%
3,233
614
$266K 0.01%
5,125
-4,083
615
$261K 0.01%
5,488
616
$260K 0.01%
3,891
-2,386
617
$256K 0.01%
10,235
618
$253K 0.01%
16,425
-10,906
619
$248K 0.01%
2,284
+2
620
$247K 0.01%
3,731
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621
$246K 0.01%
4,850
622
$246K 0.01%
15,750
-470
623
$244K 0.01%
+9,887
624
$244K 0.01%
18,634
625
$243K 0.01%
6,200
23 24
25
26 27