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
151
$2.92M 0.14%
+38,754
152
$2.9M 0.14%
137,179
+102,147
153
$2.85M 0.14%
54,114
+2,756
154
$2.83M 0.14%
31,532
+1,341
155
$2.8M 0.13%
25,605
+1,241
156
$2.78M 0.13%
74,032
-3,808
157
$2.76M 0.13%
37,580
+7,800
158
$2.75M 0.13%
28,330
+8,350
159
$2.74M 0.13%
67,362
-3,559
160
$2.66M 0.13%
33,098
-800
161
$2.64M 0.13%
49,414
-1,104
162
$2.62M 0.13%
41,018
-491
163
$2.6M 0.12%
24,306
+501
164
$2.59M 0.12%
62,930
-47,089
165
$2.57M 0.12%
52,930
-998
166
$2.56M 0.12%
+30,619
167
$2.56M 0.12%
44,153
-100
168
$2.42M 0.12%
23,344
-731
169
$2.41M 0.12%
64,414
-1,800
170
$2.39M 0.11%
91,020
+23,600
171
$2.37M 0.11%
35,351
-2,697
172
$2.37M 0.11%
52,779
-4,135
173
$2.35M 0.11%
20,795
-4,030
174
$2.33M 0.11%
91,783
+1,901
175
$2.32M 0.11%
1,925
5 6
7
8 9