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
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$182M
4
AVGO icon
Broadcom
AVGO
+$178M
5
WDC icon
Western Digital
WDC
+$163M

Top Sells

1
+$255M
2
+$228M
3
+$149M
4
PARA
Paramount Global Class B
PARA
+$148M
5
MCK icon
McKesson
MCK
+$140M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.11%
4 Industrials 10.61%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25.6M 0.05%
650,397
-10,357
252
$25.5M 0.05%
1,320,065
+423,380
253
$25.3M 0.05%
1,547,363
+130,899
254
$25.1M 0.05%
212,864
-20,437
255
$24.3M 0.05%
2,410,709
-305,895
256
$23.8M 0.05%
540,336
-180,564
257
$23.7M 0.05%
2,773,755
-353,270
258
$23.5M 0.05%
55,636
-14,897
259
$23.4M 0.05%
1,114,720
+177,202
260
$23.1M 0.05%
1,713,688
-38,708
261
$23.1M 0.05%
1,037,805
+76,360
262
$23M 0.05%
1,166,846
+30,845
263
$22.6M 0.05%
1,038,059
-22,843
264
$22.6M 0.05%
1,338,568
+557,791
265
$22.6M 0.05%
617,055
-1,337,404
266
$22.2M 0.05%
1,248,511
+311,527
267
$22.1M 0.05%
600,483
+38,641
268
$22M 0.05%
433,323
-5,030,014
269
$22M 0.05%
3,158,504
-595,711
270
$21.9M 0.04%
367,104
-2,280
271
$21.8M 0.04%
843,630
+189,238
272
$21.2M 0.04%
879,881
-15,344
273
$21.1M 0.04%
2,297,480
-12,266
274
$21.1M 0.04%
268,340
+164,290
275
$21.1M 0.04%
855,942
+256,352
9 10
11
12 13