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
51
$12.5M 0.47%
198,839
-2,691
52
$12.5M 0.47%
138,757
-457
53
$12.4M 0.47%
114,955
+1,770
54
$12.3M 0.46%
467,298
-262
55
$12M 0.45%
122,362
+87,411
56
$11.9M 0.45%
+165,452
57
$11.8M 0.44%
245,995
-49,943
58
$11.7M 0.44%
458,120
+27,100
59
$11.7M 0.44%
447,322
-7,967
60
$11.7M 0.44%
383,382
+106,628
61
$11.7M 0.44%
467,549
+133,299
62
$11.6M 0.44%
322,249
+10,015
63
$11.5M 0.43%
83,275
+60,670
64
$11.5M 0.43%
276,660
-5,613
65
$11.4M 0.43%
1,745,420
-24,140
66
$11M 0.41%
131,944
-1,696
67
$10.8M 0.4%
339,736
+4,230
68
$10.7M 0.4%
111,135
+16,527
69
$10.3M 0.39%
+288,766
70
$10.3M 0.39%
+832,625
71
$10.2M 0.38%
182,171
+171,950
72
$9.74M 0.37%
584,355
-7,425
73
$9.71M 0.36%
116,496
+47,612
74
$9.5M 0.36%
147,974
-140,448
75
$9.49M 0.36%
+281,854
1 2
3
4 5