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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66M 0.08%
162,431
+19,494
227
$66M 0.08%
+1,064,199
228
$65.6M 0.08%
766,587
-113,236
229
$64.9M 0.08%
205,065
+4,304
230
$61.1M 0.07%
750,000
-1,532,580
231
$60.9M 0.07%
923,829
-93,731
232
$59.8M 0.07%
509,751
-1,625
233
$59.4M 0.07%
427,091
-2,848
234
$58.9M 0.07%
729,270
-561,229
235
$58.7M 0.07%
692,422
-383,515
236
$58.6M 0.07%
574,770
-52,061
237
$56.9M 0.07%
889,241
+61,529
238
$54.4M 0.06%
679,934
-71,870
239
$53.7M 0.06%
813,491
-4,813
240
$53.3M 0.06%
+2,873,815
241
$52M 0.06%
1,373,037
-13,252
242
$51.7M 0.06%
1,295,208
+145,214
243
$47.4M 0.06%
730,537
-3,787,842
244
$46.4M 0.05%
3,419,865
+1,311,393
245
$45.5M 0.05%
568,801
-76,640
246
$45.4M 0.05%
272,840
-37,438
247
$45.1M 0.05%
2,837,728
-441,348
248
$44.5M 0.05%
552,758
-69,983
249
$44.2M 0.05%
1,428,792
-182,838
250
$44.1M 0.05%
813,217
-79,911
8 9
10
11 12