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
76
$9.48M 0.36%
160,085
-366,835
77
$9.45M 0.35%
131,467
-2,003
78
$9.43M 0.35%
270,914
+12,785
79
$9.35M 0.35%
446,262
+411,380
80
$9.28M 0.35%
50,134
-7,216
81
$9.25M 0.35%
329,759
+306,355
82
$9.24M 0.35%
427,524
-10,008
83
$9.19M 0.34%
633,993
+585,000
84
$9.11M 0.34%
+246,286
85
$9.03M 0.34%
111,280
+84,215
86
$9.03M 0.34%
159,864
-1,893
87
$8.96M 0.34%
32,944
-7,773
88
$8.92M 0.33%
209,319
-16,930
89
$8.88M 0.33%
351,492
+27,780
90
$8.88M 0.33%
302,404
+245,246
91
$8.82M 0.33%
425,939
+328,621
92
$8.81M 0.33%
194,005
+23,395
93
$8.79M 0.33%
392,722
+244,530
94
$8.75M 0.33%
354,571
+296,370
95
$8.75M 0.33%
201,103
-23,199
96
$8.52M 0.32%
365,389
+341,390
97
$8.5M 0.32%
138,023
+110,116
98
$8.46M 0.32%
365,940
+276,278
99
$8.39M 0.31%
103,612
+17,590
100
$8.35M 0.31%
+167,968
2 3
4
5 6