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
51
$14.2M 0.6%
426,008
+46,370
52
$14.1M 0.6%
163,300
-100
53
$13.8M 0.59%
357,344
+202,725
54
$13.7M 0.58%
848,662
+4,917
55
$13.6M 0.58%
354,888
-3,173
56
$12.8M 0.54%
1,085,067
-9,283
57
$12.5M 0.53%
329,351
+320
58
$12.5M 0.53%
226,922
-200
59
$12.4M 0.53%
156,490
+20,440
60
$12.1M 0.51%
245,074
+831
61
$11.9M 0.5%
471,829
-1,742
62
$11.8M 0.5%
309,443
+4,855
63
$11.6M 0.49%
207,500
-2,000
64
$11.6M 0.49%
228,256
+133,031
65
$11.5M 0.49%
307,887
+50,950
66
$11.4M 0.48%
62,284
+15,638
67
$11.2M 0.48%
2,444
-192
68
$11.1M 0.47%
124,278
+3,766
69
$10.8M 0.46%
163,400
-100
70
$10.8M 0.46%
113,442
-3,150
71
$10.7M 0.46%
395,735
+213,105
72
$10.6M 0.45%
+413,139
73
$10.5M 0.45%
94,005
+49,652
74
$10.3M 0.44%
316,240
-1,343
75
$10.3M 0.44%
+562,500
1 2
3
4 5