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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29.4M 0.04%
4,890,002
+779,896
252
$29.3M 0.04%
898,414
+22,012
253
$29.1M 0.04%
1,172,110
-66,280
254
$29M 0.04%
99,914
+8,408
255
$28.1M 0.04%
3,152,730
-630,459
256
$27.8M 0.04%
294,590
+7,372
257
$27.5M 0.04%
1,526,744
+80,394
258
$27.3M 0.04%
1,972,270
-158,326
259
$26.7M 0.04%
1,079,601
+346,505
260
$26.5M 0.04%
706,170
-1,067,277
261
$26.3M 0.04%
1,105,775
-42,647
262
$26M 0.04%
393,311
+55,955
263
$24.9M 0.04%
404,405
-15,673
264
$24.9M 0.04%
2,672,330
-374,590
265
$24.8M 0.04%
2,075,366
-166,822
266
$24.7M 0.04%
2,612,154
-869,660
267
$24.6M 0.04%
117,801
+31,475
268
$24.3M 0.04%
857,380
-67,881
269
$24.2M 0.04%
334,093
+254
270
$24.2M 0.04%
280,096
-13,014
271
$24M 0.04%
359,779
-17,340
272
$24M 0.04%
+697,711
273
$23.9M 0.04%
814,290
-28,506
274
$23.7M 0.04%
389,626
-199,123
275
$23.6M 0.04%
1,631,680
-79,448
9 10
11
12 13