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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56.4M 0.07%
633,905
-57,341
227
$56.1M 0.07%
1,676,216
-49,233
228
$53.7M 0.07%
815,374
-4,506,190
229
$53.5M 0.07%
594,267
+251,620
230
$52.5M 0.07%
2,584,235
-16,301,928
231
$51.6M 0.07%
6,596,733
-1,644,286
232
$50.9M 0.07%
+2,075,182
233
$50.6M 0.06%
189,100
-273
234
$50.1M 0.06%
3,119,483
-60,442
235
$48.1M 0.06%
1,514,145
+394,148
236
$47.3M 0.06%
819,546
-449,519
237
$47.2M 0.06%
1,272,148
+2,714
238
$46.5M 0.06%
5,846,462
-97,456
239
$44.7M 0.06%
1,018,778
-17,807
240
$44.6M 0.06%
955,197
+5,316
241
$43.9M 0.06%
1,213,204
-515,930
242
$43.7M 0.06%
20,733
+584
243
$42.2M 0.05%
858,041
+297,648
244
$42M 0.05%
1,531,547
-34,117
245
$41.9M 0.05%
1,027,666
-1,391,812
246
$41.3M 0.05%
4,002,844
+525,827
247
$41.2M 0.05%
594,995
-684
248
$40.4M 0.05%
4,943,925
-81,750
249
$40.3M 0.05%
1,799,471
-19,360
250
$40.3M 0.05%
813,244
-11,113
8 9
10
11 12