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
101
$8.11M 0.3%
228,665
+210,730
102
$7.83M 0.29%
174,580
+133,033
103
$7.83M 0.29%
591,473
+553,220
104
$7.8M 0.29%
247,545
-19,655
105
$7.79M 0.29%
108,221
-2,798
106
$7.72M 0.29%
+189,776
107
$7.72M 0.29%
207,975
-2,837
108
$7.67M 0.29%
70,141
-1,418
109
$7.64M 0.29%
170,098
+4,340
110
$7.57M 0.28%
62,345
+59
111
$7.48M 0.28%
182,878
+165,908
112
$7.48M 0.28%
108,451
+96,576
113
$7.3M 0.27%
594,596
+476,570
114
$7.23M 0.27%
+409,048
115
$7.08M 0.27%
+38,560
116
$7.03M 0.26%
162,360
+660
117
$7.02M 0.26%
158,689
+129,783
118
$7M 0.26%
90,784
+2,524
119
$6.95M 0.26%
+348,711
120
$6.95M 0.26%
127,703
-7,882
121
$6.88M 0.26%
288,266
+42,096
122
$6.84M 0.26%
+455,377
123
$6.79M 0.25%
32,752
-6,038
124
$6.69M 0.25%
85,041
+80,241
125
$6.67M 0.25%
+86,635
3 4
5
6 7