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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34M 0.06%
364,471
-24,093
252
$33.6M 0.06%
+935,259
253
$31M 0.06%
422,551
-1,015,213
254
$30.9M 0.06%
1,227,126
-2,103,012
255
$30.6M 0.06%
3,908,280
+106,537
256
$30.4M 0.06%
1,932,215
-79,942
257
$30.1M 0.05%
2,078,767
-94,469
258
$29.9M 0.05%
1,337,959
-48,032
259
$29.8M 0.05%
1,360,488
-64,241
260
$29.7M 0.05%
1,662,709
-114,798
261
$29.5M 0.05%
569,570
+87,052
262
$28.6M 0.05%
1,640,043
+1,022,466
263
$28.6M 0.05%
715,291
-29,920
264
$28.6M 0.05%
1,299,759
-70,512
265
$28.2M 0.05%
241,684
-8,892
266
– –
0
267
– –
0
268
$27M 0.05%
1,786,186
+1,171,658
269
$26.8M 0.05%
469,561
-21,856
270
$26.7M 0.05%
1,412,505
-1,252,717
271
$26.4M 0.05%
631,551
-21,950
272
$26.3M 0.05%
1,080,460
-36,429
273
$26.1M 0.05%
449,731
+269,019
274
$26M 0.05%
622,378
-21,398
275
$25.5M 0.05%
500,408
-25,066
9 10
11
12 13