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
$72.7B
AUM Growth
-$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$462M
2
+$443M
3
+$419M
4
HAL icon
Halliburton
HAL
+$387M
5
BMY icon
Bristol-Myers Squibb
BMY
+$297M

Top Sells

1
+$473M
2
+$407M
3
+$362M
4
ABBV icon
AbbVie
ABBV
+$337M
5
UNP icon
Union Pacific
UNP
+$299M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.9%
3 Technology 15.79%
4 Industrials 15.33%
5 Consumer Discretionary 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51.7M 0.07%
1,550,976
+76,372
227
$51.5M 0.07%
983,245
-9,029,727
228
$50.1M 0.07%
3,324,723
+922,529
229
$49.7M 0.07%
689,518
-21,913
230
$46.8M 0.06%
7,352,197
+2,626,313
231
$46.5M 0.06%
4,183,845
+1,267,211
232
$46.5M 0.06%
1,047,056
+207,653
233
$45.8M 0.06%
1,818,791
-194,957
234
$45.5M 0.06%
396,865
+17,462
235
$45.4M 0.06%
3,824,397
+1,853,840
236
$45M 0.06%
35,195
-589
237
$45M 0.06%
211,774
-117,382
238
$42.5M 0.06%
1,028,788
+263,982
239
$42.1M 0.06%
584,740
+4,785
240
$41.8M 0.06%
835,849
-276,135
241
$40.9M 0.06%
5,120,990
+803,766
242
$40.6M 0.06%
7,960,500
+3,069,781
243
$38.9M 0.05%
383,493
-7,467
244
$38.1M 0.05%
532,202
+142,136
245
$37.8M 0.05%
795,299
+295,248
246
$37.6M 0.05%
1,293,753
-25,436
247
$37.3M 0.05%
364,482
+90,882
248
$36.4M 0.05%
718,190
+15,360
249
– –
0
250
– –
0
8 9
10
11 12