Boston Partners

Boston Partners Portfolio holdings

AUM $97.4B
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39.5M 0.06%
641,106
-22,504
227
$39.2M 0.06%
2,122,631
-170,691
228
$38.9M 0.06%
4,918,403
+74,711
229
$38.9M 0.06%
1,089,675
-55,961
230
$37.6M 0.06%
55,163
-4,444
231
$37.1M 0.06%
710,459
+137,883
232
$36.4M 0.05%
977,892
-31,111
233
$35.8M 0.05%
+733,279
234
$35.5M 0.05%
621,049
+95
235
$35.5M 0.05%
1,067,320
-978,522
236
$34.2M 0.05%
2,219,843
-1,463,240
237
$33.7M 0.05%
1,543,881
+95,432
238
$33.6M 0.05%
306,955
+25,574
239
$33M 0.05%
1,365,511
-49,669
240
$32.8M 0.05%
1,919,578
-71,056
241
$32.7M 0.05%
1,335,443
-57,519
242
$31.8M 0.05%
674,714
+26,054
243
$31.5M 0.05%
1,732,921
-25,992
244
$31.4M 0.05%
+681,720
245
$31M 0.05%
1,408,429
-386,144
246
$31M 0.05%
+341,593
247
$30.9M 0.05%
331,546
-85,571
248
$30.9M 0.05%
258,760
-6,819
249
$29.9M 0.04%
951,304
-36,284
250
$29.5M 0.04%
704,214
-18,418
8 9
10
11 12