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
201
$2.14M 0.09%
+77,522
202
$2.13M 0.09%
71,000
-13
203
$2.12M 0.09%
35,975
204
$2.12M 0.09%
28,295
+154
205
$2.11M 0.09%
99,826
+16
206
$2M 0.09%
28,352
+299
207
$2M 0.09%
30,848
-43,703
208
$1.86M 0.08%
52,136
-465
209
$1.82M 0.08%
22,425
+1,616
210
$1.82M 0.08%
738
-37
211
$1.78M 0.08%
41,965
-655
212
$1.77M 0.08%
37,252
-82
213
$1.77M 0.08%
+30,888
214
$1.74M 0.07%
18,265
-52,504
215
$1.73M 0.07%
40,533
-11,342
216
$1.71M 0.07%
160,308
-4,302
217
$1.71M 0.07%
72,984
+1,108
218
$1.67M 0.07%
27,176
-6,870
219
$1.66M 0.07%
26,496
+8
220
$1.62M 0.07%
42,852
-17,962
221
$1.61M 0.07%
23,270
-6,965
222
$1.59M 0.07%
25,906
+1,087
223
$1.58M 0.07%
57,576
+1,815
224
$1.58M 0.07%
120,605
-289,577
225
$1.58M 0.07%
71,487
+22,720
7 8
9
10 11