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
$68.3B
AUM Growth
-$3.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$368M
2
+$326M
3
+$268M
4
JPM icon
JPMorgan Chase
JPM
+$235M
5
SNY icon
Sanofi
SNY
+$223M

Top Sells

1
+$603M
2
+$482M
3
+$214M
4
KLAC icon
KLA
KLAC
+$203M
5
UNH icon
UnitedHealth
UNH
+$199M

Sector Composition

1 Financials 18.86%
2 Healthcare 17.72%
3 Industrials 14.6%
4 Technology 13.23%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$32.6M 0.05%
1,257,748
-21,656
252
$32.3M 0.05%
2,946,415
-75,673
253
$32M 0.05%
299,022
+17,028
254
$31.6M 0.05%
798,011
+137,465
255
– –
-43
256
– –
0
257
$31.2M 0.05%
1,671,743
-45,560
258
$29.9M 0.04%
1,208,632
-40,519
259
$29.9M 0.04%
715,773
-19,113
260
$29.4M 0.04%
2,978,851
-68,311
261
$29.3M 0.04%
606,823
+435,197
262
$29.2M 0.04%
1,242,389
-23,329
263
$28.7M 0.04%
1,633,322
-62,568
264
$28.6M 0.04%
1,343,078
-33,423
265
$28.1M 0.04%
2,340,937
-140,617
266
$28.1M 0.04%
787,029
-21,539
267
$27.1M 0.04%
770,976
+213,552
268
$26.9M 0.04%
209,961
-683,600
269
$26.7M 0.04%
3,382,303
+127,449
270
$26.5M 0.04%
1,112,171
-26,097
271
$26.1M 0.04%
708,579
-22,125
272
$24.9M 0.04%
681,808
+249,243
273
$24.9M 0.04%
1,117,194
-15,661
274
$24.6M 0.04%
1,599,788
-65,253
275
$24M 0.04%
249,949
+47,416
9 10
11
12 13