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
201
$3.74M 0.14%
252,772
-196,796
202
$3.66M 0.14%
77,166
-1,531
203
$3.62M 0.14%
125,996
+105,531
204
$3.61M 0.14%
+19,860
205
$3.57M 0.13%
69,426
-12,799
206
$3.53M 0.13%
+157,165
207
$3.51M 0.13%
+60,752
208
$3.5M 0.13%
+144,523
209
$3.5M 0.13%
45,811
-717
210
$3.49M 0.13%
50,146
-327
211
$3.48M 0.13%
36,945
+387
212
$3.47M 0.13%
82,679
-673
213
$3.47M 0.13%
59,583
+38,927
214
$3.46M 0.13%
+255,390
215
$3.31M 0.12%
+99,240
216
$3.25M 0.12%
+35,430
217
$3.22M 0.12%
+36,868
218
$3.19M 0.12%
247,783
+95,377
219
$3.11M 0.12%
103,690
+87,603
220
$3.08M 0.12%
+196,710
221
$3.05M 0.11%
69,100
-8,593
222
$3.04M 0.11%
78,304
-11,822
223
$2.99M 0.11%
74,425
-90
224
$2.98M 0.11%
21,625
+605
225
$2.98M 0.11%
+269,752
7 8
9
10 11