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
101
$8.23M 0.35%
241,312
+23,261
102
$8.21M 0.35%
305,756
+42,800
103
$8.15M 0.35%
149,500
-100
104
$7.14M 0.3%
78,925
+5,239
105
$7.14M 0.3%
6,162
+622
106
$7.13M 0.3%
+212,310
107
$7.06M 0.3%
113,617
+17,675
108
$6.96M 0.3%
267,814
+253,760
109
$6.91M 0.29%
151,949
+213
110
$6.87M 0.29%
154,783
+49,783
111
$6.72M 0.29%
239,391
-777
112
$6.4M 0.27%
412,059
-654,572
113
$6.37M 0.27%
160,355
+72
114
$6.15M 0.26%
62,074
+10,465
115
$6.12M 0.26%
610,920
-75
116
$6.04M 0.26%
241,729
+18,361
117
$6M 0.26%
392,892
-7,050
118
$5.87M 0.25%
36,535
-8,175
119
$5.79M 0.25%
114,684
-100
120
$5.78M 0.25%
194,366
+560
121
$5.67M 0.24%
55,021
-521
122
$5.61M 0.24%
50,597
+15
123
$5.52M 0.23%
43,460
+570
124
$5.51M 0.23%
106,215
-3,766
125
$5.42M 0.23%
93,066
+14,133
3 4
5
6 7