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
$2.1B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.9M
3
+$11.3M
4
EHC icon
Encompass Health
EHC
+$10.9M
5
ANF icon
Abercrombie & Fitch
ANF
+$9.23M

Top Sells

1
+$12.4M
2
+$10.8M
3
+$9.91M
4
STX icon
Seagate
STX
+$9.16M
5
PNW icon
Pinnacle West Capital
PNW
+$8.02M

Sector Composition

1 Financials 17.61%
2 Healthcare 13.82%
3 Technology 9.77%
4 Industrials 9.41%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.2M 0.3%
318,800
+289,600
102
$5.96M 0.28%
231,100
+210,000
103
$5.78M 0.28%
109,438
-203,933
104
$5.77M 0.28%
82,182
+2,575
105
$5.75M 0.27%
35,625
-10,873
106
$5.65M 0.27%
96,326
-3,098
107
$5.61M 0.27%
56,026
-1,034
108
$5.39M 0.26%
194,850
+4,650
109
$5.37M 0.26%
206,726
-3,983
110
$5.25M 0.25%
57,815
-109,134
111
$5.22M 0.25%
68,380
+50,480
112
$5.19M 0.25%
54,877
+375
113
$5.16M 0.25%
155,790
+10,018
114
$5.04M 0.24%
324,045
+1,138
115
$4.98M 0.24%
320,810
+43,375
116
$4.98M 0.24%
109,670
-13,083
117
$4.88M 0.23%
114,405
+320
118
$4.66M 0.22%
56,097
-149,323
119
$4.62M 0.22%
79,040
+1,945
120
$4.56M 0.22%
137,013
+4,775
121
$4.53M 0.22%
69,421
+7,233
122
$4.35M 0.21%
67,259
-2,303
123
$4.26M 0.2%
3,668
-75
124
$4.13M 0.2%
170,088
-6,321
125
$4.11M 0.2%
44,248
+16
3 4
5
6 7