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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40.6M 0.06%
546,564
+480,423
227
$40.3M 0.06%
634,596
-7,359
228
$40.1M 0.06%
296,391
-7,570
229
$39.6M 0.06%
207,358
-91,604
230
$39.2M 0.06%
688,904
+455,636
231
$39.1M 0.06%
978,845
-60,257
232
$38.1M 0.06%
1,361,928
-512,928
233
$38M 0.06%
1,566,252
-13,852
234
$37.3M 0.06%
+747,223
235
$37.2M 0.05%
1,157,550
+644,445
236
$36.6M 0.05%
2,436,530
+533,099
237
$36.2M 0.05%
1,199,653
-81,461
238
$36.2M 0.05%
1,369,573
-1,576,362
239
$35.8M 0.05%
1,248,562
+1,078,756
240
$35.5M 0.05%
+1,982,841
241
$35.4M 0.05%
385,722
+122,868
242
$35.4M 0.05%
713,845
-17,391
243
$34.9M 0.05%
1,411,452
+35,764
244
$34.7M 0.05%
1,646,730
+27,198
245
$34.2M 0.05%
557,850
+17,657
246
$34M 0.05%
2,355,277
-94,650
247
$33.7M 0.05%
981,292
+35,254
248
$33.7M 0.05%
425,883
-10,842
249
$33.6M 0.05%
753,156
-18,585
250
$33.2M 0.05%
1,597,972
+657,871
8 9
10
11 12