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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48M 0.09%
1,541,214
-58,241
227
$46.4M 0.08%
850,412
-101,938
228
$45.6M 0.08%
5,398,576
-162,932
229
$45.6M 0.08%
796,521
+81,401
230
$45.2M 0.08%
1,055,229
-56,596
231
$44.3M 0.08%
212,801
-15,108
232
$44M 0.08%
1,455,228
-61,840
233
$43.4M 0.08%
275,978
-74,956
234
$42.7M 0.08%
339,989
-53,227
235
$42.2M 0.08%
1,234,318
-79,060
236
$41.1M 0.07%
720,038
+689,256
237
$41M 0.07%
1,907,881
+20,574
238
$40.8M 0.07%
2,835,870
-1,818,273
239
$40.2M 0.07%
400,877
+17,622
240
$39.9M 0.07%
1,312,103
-127,310
241
$39.6M 0.07%
372,452
-115,976
242
$39.6M 0.07%
1,016,491
-38,608
243
$38.4M 0.07%
586,633
-19,707
244
$38.4M 0.07%
39,400
-1,485
245
$38.3M 0.07%
1,461,819
-52,791
246
$37.4M 0.07%
499,109
-6,225
247
$36.6M 0.07%
2,695,001
-106,633
248
$35.2M 0.06%
895,143
+313,244
249
$34.9M 0.06%
211,872
-192,417
250
$34.1M 0.06%
2,050,531
-70,196
8 9
10
11 12