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
$68.3B
AUM Growth
-$3.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$368M
2
+$326M
3
+$268M
4
JPM icon
JPMorgan Chase
JPM
+$235M
5
SNY icon
Sanofi
SNY
+$223M

Top Sells

1
+$603M
2
+$482M
3
+$214M
4
KLAC icon
KLA
KLAC
+$203M
5
UNH icon
UnitedHealth
UNH
+$199M

Sector Composition

1 Financials 18.86%
2 Healthcare 17.72%
3 Industrials 14.6%
4 Technology 13.23%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42.7M 0.06%
715,531
-31,816
227
$41.3M 0.06%
38,036
-2,308
228
$40.9M 0.06%
1,014,254
-66,891
229
$40.5M 0.06%
485,624
+128,122
230
$40.3M 0.06%
1,947,974
-60,117
231
$40.1M 0.06%
1,168,216
-50,557
232
$40M 0.06%
1,418,627
-83,748
233
$39.7M 0.06%
1,455,097
+120,133
234
$39.5M 0.06%
470,048
-13,390
235
$39.5M 0.06%
329,289
+44,810
236
$39.5M 0.06%
907,890
-2,311,854
237
$38.9M 0.06%
1,033,024
+51,010
238
$38.1M 0.06%
7,084,076
-4,703
239
$37.2M 0.05%
2,592,791
-217,246
240
$37M 0.05%
154,240
-164,021
241
$36.8M 0.05%
1,259,440
+330,482
242
$35.8M 0.05%
1,564,557
+366,697
243
$35.2M 0.05%
697,106
-491,313
244
$34.7M 0.05%
418,392
-13,245
245
$34.6M 0.05%
1,005,170
+70,405
246
$33.9M 0.05%
333,277
-9,850
247
$33.6M 0.05%
416,032
-40,667
248
$33.5M 0.05%
384,128
-7,008
249
$33.1M 0.05%
657,992
-19,460
250
$33M 0.05%
506,459
-12,133
8 9
10
11 12