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
126
$5.36M 0.23%
78,378
-34,867
127
$5.33M 0.23%
181,458
+126,718
128
$5.04M 0.21%
25,413
-63
129
$4.99M 0.21%
79,150
+57,100
130
$4.99M 0.21%
142,254
-9,154
131
$4.95M 0.21%
95,250
+13,050
132
$4.94M 0.21%
49,857
-37,238
133
$4.89M 0.21%
84,714
+215
134
$4.75M 0.2%
40,320
-125
135
$4.75M 0.2%
104,953
-3,094
136
$4.73M 0.2%
91,739
-22,451
137
$4.71M 0.2%
95,264
138
$4.71M 0.2%
87,152
+6,126
139
$4.52M 0.19%
107,577
+3,468
140
$4.49M 0.19%
145,264
-19,300
141
$4.44M 0.19%
51,225
-1,375
142
$4.41M 0.19%
127,649
+6,300
143
$4.36M 0.19%
201,875
-1,375
144
$4.31M 0.18%
+92,095
145
$4.3M 0.18%
60,209
+4,797
146
$4.28M 0.18%
71,625
+63,450
147
$4.28M 0.18%
65,760
+210
148
$4.26M 0.18%
413,656
-29,064
149
$4.26M 0.18%
119,619
+108,435
150
$4.26M 0.18%
127,336
+115,200
4 5
6
7 8