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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$59.5M 0.08%
1,024,374
-31,581
227
$59.4M 0.08%
1,878,026
-178,319
228
$59.3M 0.08%
12,692,261
-2,767,957
229
$59M 0.08%
630,407
-135,901
230
$58.7M 0.08%
654,209
-17,278
231
$58.7M 0.08%
693,754
-20,086
232
$57.6M 0.08%
2,512,110
-72,498
233
$57.2M 0.08%
1,165,898
+93,520
234
$55.3M 0.07%
2,143,573
-63,602
235
$53.1M 0.07%
+467,400
236
$52.5M 0.07%
496,955
-555,073
237
$51.8M 0.07%
1,093,100
-441,995
238
$51.6M 0.07%
1,554,473
+230,355
239
$51.3M 0.07%
1,214,554
-1,349,923
240
$50.8M 0.07%
1,309,394
+428,192
241
$50.6M 0.07%
2,222,584
-56,993
242
$50.4M 0.07%
454,045
-51,929
243
$50.1M 0.07%
1,399,662
-56,012
244
$48.4M 0.06%
959,005
-44,594
245
$47.5M 0.06%
1,335,003
-40,624
246
$47.3M 0.06%
799,798
-271,001
247
$46.5M 0.06%
1,385,537
-28,126
248
$46.3M 0.06%
5,676,560
+1,426,424
249
$46M 0.06%
988,346
-487,474
250
$45.5M 0.06%
2,882,735
-877,715
8 9
10
11 12