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
151
$5.2M 0.2%
+192,378
152
$5.16M 0.19%
112,718
+5,132
153
$5.13M 0.19%
83,707
+67,270
154
$5.13M 0.19%
+226,635
155
$5.08M 0.19%
121,190
+684
156
$5.08M 0.19%
103,179
+91,221
157
$5.07M 0.19%
+271,887
158
$5.06M 0.19%
280,068
+205,407
159
$5.05M 0.19%
46,362
+907
160
$4.99M 0.19%
94,140
+2,210
161
$4.98M 0.19%
481,890
+321,590
162
$4.93M 0.19%
55,820
-43,777
163
$4.91M 0.18%
53,630
+3,777
164
$4.91M 0.18%
440,039
+397,809
165
$4.88M 0.18%
+298,298
166
$4.84M 0.18%
+107,349
167
$4.8M 0.18%
+135,445
168
$4.76M 0.18%
64,319
+612
169
$4.67M 0.18%
156,669
+37,919
170
$4.67M 0.17%
130,927
+33,019
171
$4.66M 0.17%
96,173
-2,018
172
$4.62M 0.17%
58,215
+46,430
173
$4.61M 0.17%
89,740
+755
174
$4.6M 0.17%
+34,060
175
$4.59M 0.17%
66,743
+30,445
5 6
7
8 9