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
176
$4.59M 0.17%
+173,829
177
$4.58M 0.17%
102,018
+29,743
178
$4.58M 0.17%
165,271
+152,240
179
$4.56M 0.17%
66,981
-3,375
180
$4.53M 0.17%
+113,710
181
$4.49M 0.17%
+482,340
182
$4.49M 0.17%
76,955
+70,088
183
$4.45M 0.17%
40,048
+1,205
184
$4.42M 0.17%
77,731
-5,761
185
$4.41M 0.17%
33,195
-10,220
186
$4.36M 0.16%
140,398
+112,623
187
$4.36M 0.16%
94,862
188
$4.35M 0.16%
597,620
+552,170
189
$4.34M 0.16%
168,291
+17,940
190
$4.32M 0.16%
+158,649
191
$4.29M 0.16%
217,292
+180,092
192
$4.11M 0.15%
87,282
+8,995
193
$4.09M 0.15%
134,098
+113,054
194
$4.08M 0.15%
190,576
+9,428
195
$4.06M 0.15%
82,060
-21,303
196
$4.04M 0.15%
92,465
-6,250
197
$3.97M 0.15%
145,971
+129,541
198
$3.95M 0.15%
54,695
-545
199
$3.88M 0.15%
286,327
-936,149
200
$3.83M 0.14%
+786,665
6 7
8
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