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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$60.4M 0.07%
507,920
-3,988
227
$60.2M 0.07%
5,276,356
+520,033
228
$59.1M 0.07%
651,881
-193,615
229
$58.8M 0.07%
381,666
-1,288,661
230
$58.5M 0.07%
929,190
-7,486
231
$58.4M 0.07%
281,859
-335,026
232
$58.2M 0.07%
341,489
-3,311
233
$56.7M 0.07%
164,021
+39,250
234
$52.3M 0.06%
912,561
-12,761
235
$48.9M 0.06%
490,906
-6,174
236
$46.8M 0.06%
305,089
-4,793
237
$44.4M 0.05%
587,209
+2,811
238
$44M 0.05%
525,122
-4,907
239
$43.9M 0.05%
435,060
+44,110
240
$43.2M 0.05%
441,581
+40,784
241
– –
0
242
– –
0
243
$42.2M 0.05%
2,369,090
-15,445
244
$41.9M 0.05%
1,651,606
-4,836,755
245
$41.5M 0.05%
2,045,683
-539,242
246
$41.3M 0.05%
1,223,199
+51,757
247
$40.9M 0.05%
367,001
-160,067
248
$40.7M 0.05%
1,472,268
-19,758
249
$40.3M 0.05%
1,292,448
-59,386
250
$39.4M 0.05%
1,878,240
+61,686
8 9
10
11 12