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
126
$6.67M 0.25%
124,806
+113,909
127
$6.62M 0.25%
+509,028
128
$6.6M 0.25%
75,825
+5,560
129
$6.44M 0.24%
38,802
+33,371
130
$6.33M 0.24%
+125,444
131
$6.32M 0.24%
100,942
+4,975
132
$6.23M 0.23%
194,751
-5,655
133
$6.13M 0.23%
80,152
+56,703
134
$6.02M 0.23%
64,498
-1,577
135
$6M 0.22%
161,084
+89,837
136
$5.99M 0.22%
+39,656
137
$5.98M 0.22%
84,312
-27,220
138
$5.92M 0.22%
87,368
-3,100
139
$5.87M 0.22%
245,445
+152,520
140
$5.85M 0.22%
68,384
-933
141
$5.81M 0.22%
61,198
+92
142
$5.78M 0.22%
871,068
+780,668
143
$5.76M 0.22%
87,197
+82,214
144
$5.73M 0.21%
144,305
+122,565
145
$5.71M 0.21%
142,847
+125,327
146
$5.62M 0.21%
+360,848
147
$5.49M 0.21%
+242,111
148
$5.34M 0.2%
115,313
-19,621
149
$5.3M 0.2%
+209,297
150
$5.28M 0.2%
+92,732
4 5
6
7 8