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
$54.4B
AUM Growth
+$4.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$324M
3
+$309M
4
NVS icon
Novartis
NVS
+$293M
5
SSNC icon
SS&C Technologies
SSNC
+$285M

Top Sells

1
+$583M
2
+$571M
3
+$542M
4
B
Barrick Mining
B
+$405M
5
CMCSA icon
Comcast
CMCSA
+$391M

Sector Composition

1 Financials 21.37%
2 Healthcare 16.65%
3 Industrials 14.47%
4 Technology 14.11%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52M 0.1%
1,599,455
-287,719
227
$48.8M 0.09%
996,725
-28,171
228
$48.3M 0.09%
715,120
+19,381
229
$48M 0.09%
1,439,413
+87,300
230
$47.8M 0.09%
571,201
-73,522
231
$47.5M 0.09%
1,517,068
-673
232
$46.7M 0.09%
1,055,099
-5,081
233
$46.2M 0.08%
2,190,138
-136,667
234
$46M 0.08%
1,887,307
+593,691
235
$44.3M 0.08%
952,350
-271,040
236
$44.1M 0.08%
393,216
-17,657
237
$43.5M 0.08%
804,353
-729,474
238
$43M 0.08%
735,948
+259,793
239
$42.1M 0.08%
350,934
-23,459
240
$41.1M 0.08%
+227,909
241
$39.3M 0.07%
388,564
+108,729
242
$39M 0.07%
5,561,508
-4,952,396
243
$37.9M 0.07%
1,181,076
-1,307,916
244
$37.7M 0.07%
40,885
-2,837
245
$37.6M 0.07%
1,076,548
-761,306
246
$37.3M 0.07%
2,173,236
-36,368
247
$36.5M 0.07%
383,255
-602,878
248
$36.2M 0.07%
1,313,378
+8,124
249
$35.8M 0.07%
453,393
-102,566
250
$35.7M 0.07%
606,340
-8,413
8 9
10
11 12