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
626
$240K 0.01%
11,031
-178,734
627
$240K 0.01%
4,850
-4,900
628
$238K 0.01%
+11,845
629
$234K 0.01%
2,840
-120
630
$233K 0.01%
4,125
631
$230K 0.01%
+3,985
632
$229K 0.01%
3,510
+350
633
$226K 0.01%
2,108
-25
634
$226K 0.01%
8,167
-3,053
635
$223K 0.01%
5,882
-201,404
636
$222K 0.01%
2,692
637
$221K 0.01%
+4,833
638
$218K 0.01%
6,418
-200
639
$218K 0.01%
+7,268
640
$217K 0.01%
3,350
-900
641
$215K 0.01%
3,169
642
$214K 0.01%
2,934
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643
$213K 0.01%
91,330
-7,190
644
$212K 0.01%
3,018
645
$211K 0.01%
1,959
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646
$210K 0.01%
3,272
-17,916
647
$209K 0.01%
15,165
648
$209K 0.01%
23,217
+42
649
$203K 0.01%
1,375
-75
650
$201K 0.01%
+28,201
24 25
26
27 28