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
$54.4B
AUM Growth
+$4.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$324M
3
+$309M
4
NVS icon
Novartis
NVS
+$293M
5
SSNC icon
SS&C Technologies
SSNC
+$285M

Top Sells

1
+$583M
2
+$571M
3
+$542M
4
B
Barrick Mining
B
+$405M
5
CMCSA icon
Comcast
CMCSA
+$391M

Sector Composition

1 Financials 21.37%
2 Healthcare 16.65%
3 Industrials 14.47%
4 Technology 14.11%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35.4M 0.07%
505,334
-177,507
252
$34.7M 0.06%
482,518
-37,722
253
$33.6M 0.06%
1,514,610
-239,700
254
$32.9M 0.06%
2,120,727
-474,145
255
$32.9M 0.06%
1,370,271
-10,674
256
$32.5M 0.06%
3,801,743
-650,762
257
$31.5M 0.06%
817,135
-812,195
258
$30.7M 0.06%
5,022,965
-1,124,796
259
$30.7M 0.06%
250,576
-657,335
260
$30.7M 0.06%
1,116,889
-65,309
261
$29.8M 0.05%
2,801,634
-110,410
262
$29.5M 0.05%
1,198,326
-14,887
263
$29.3M 0.05%
+1,777,507
264
$28.8M 0.05%
745,211
+1,095
265
$28.6M 0.05%
1,424,729
-7,880
266
$28.3M 0.05%
189,183
-9,969
267
– –
0
268
– –
0
269
$27.9M 0.05%
1,111,825
-25,949
270
$27.7M 0.05%
653,501
+30,834
271
$27.4M 0.05%
389,650
-6,422
272
$26.3M 0.05%
1,956,743
-5,040
273
$26.3M 0.05%
1,465,776
+357,488
274
$25.7M 0.05%
581,899
-111,668
275
$25.2M 0.05%
+525,474
9 10
11
12 13