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
$73.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$903M
2
+$369M
3
+$341M
4
UHS icon
Universal Health Services
UHS
+$294M
5
TTE icon
TotalEnergies
TTE
+$289M

Top Sells

1
+$1.05B
2
+$400M
3
+$391M
4
BA icon
Boeing
BA
+$349M
5
SLG icon
SL Green Realty
SLG
+$327M

Sector Composition

1 Financials 26.75%
2 Healthcare 13.56%
3 Industrials 13.48%
4 Technology 10.06%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61.4M 0.08%
485,312
-107,063
227
$61.3M 0.08%
597,677
-32,730
228
$60.8M 0.08%
1,138,236
-60,972
229
$59.2M 0.08%
640,387
-13,822
230
$57.4M 0.08%
868,549
-189,348
231
$57.2M 0.08%
1,465,497
-29,199
232
$56.5M 0.08%
919,317
-39,688
233
$56.5M 0.08%
2,462,755
-49,355
234
$56.4M 0.08%
1,002,833
-21,541
235
$56.3M 0.08%
1,249,363
+79,246
236
$56.3M 0.08%
2,100,610
-42,963
237
$56M 0.08%
12,122,368
-569,893
238
$55.9M 0.08%
1,284,539
-24,855
239
$55.3M 0.07%
4,300,014
-6,702,617
240
$54.4M 0.07%
1,454,341
-423,685
241
$53.4M 0.07%
8,553,484
+1,751,459
242
$52.7M 0.07%
2,175,880
-46,704
243
$52.6M 0.07%
1,005,027
-1,118,124
244
$51.9M 0.07%
13,247,842
-24,159,399
245
$51.8M 0.07%
2,712,123
-763,102
246
$50.9M 0.07%
3,029,914
-506,076
247
$50.4M 0.07%
1,172,207
-42,347
248
$49.7M 0.07%
782,773
-17,025
249
$48.5M 0.07%
1,124,290
+543,105
250
$48.2M 0.07%
2,769,695
-113,040
8 9
10
11 12