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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$40.3M 0.05%
1,245,747
-23,549
252
$40M 0.05%
633,413
-10,195
253
$39.3M 0.05%
+1,617,082
254
$38.4M 0.05%
1,493,354
-25,456
255
$38.1M 0.05%
497,158
-10,117
256
$37.8M 0.05%
1,670,893
+174,602
257
$37.4M 0.05%
1,272,489
-10,144
258
$36.9M 0.05%
1,245,089
-22,667
259
$36M 0.05%
2,004,294
+415,417
260
$34.6M 0.04%
793,123
-7,354
261
$33.7M 0.04%
514,892
-3,873
262
$33.5M 0.04%
391,453
-8,829
263
$33.3M 0.04%
2,015,149
-53,286
264
$33.2M 0.04%
2,220,322
-42,623
265
$32.4M 0.04%
426,867
-135,668
266
$31.8M 0.04%
184,446
+768
267
$31.7M 0.04%
753,145
-3,425
268
$31.2M 0.04%
948,775
-194,056
269
$31M 0.04%
+291,639
270
$30.9M 0.04%
733,269
+238,882
271
$30.7M 0.04%
2,019,773
-13,946
272
$29.9M 0.04%
+2,865,911
273
$29.3M 0.04%
601,476
-4,439
274
$29.1M 0.04%
1,242,948
-40,955
275
$29M 0.04%
517,948
-3,258
9 10
11
12 13