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
$72.7B
AUM Growth
-$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$462M
2
+$443M
3
+$419M
4
HAL icon
Halliburton
HAL
+$387M
5
BMY icon
Bristol-Myers Squibb
BMY
+$297M

Top Sells

1
+$473M
2
+$407M
3
+$362M
4
ABBV icon
AbbVie
ABBV
+$337M
5
UNP icon
Union Pacific
UNP
+$299M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.9%
3 Technology 15.79%
4 Industrials 15.33%
5 Consumer Discretionary 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35.7M 0.05%
370,572
+139,038
252
$35.6M 0.05%
889,567
+11,589
253
$35M 0.05%
468,873
+5,449
254
$34.7M 0.05%
903,121
+158,068
255
$34.6M 0.05%
2,170,141
-29,987
256
$34.5M 0.05%
+1,841,949
257
$34.5M 0.05%
1,154,648
+33,360
258
$34.4M 0.05%
1,266,698
+14,055
259
$32.7M 0.04%
376,046
-398,316
260
$32M 0.04%
790,904
+12,190
261
$32M 0.04%
429,239
+104,737
262
$31.9M 0.04%
5,175,013
+692,222
263
$31.6M 0.04%
+776,946
264
$30.9M 0.04%
3,456,343
+60,498
265
$30.8M 0.04%
2,313,743
+2,070,720
266
$30M 0.04%
928,910
+17,636
267
$29.7M 0.04%
+215,140
268
$29.7M 0.04%
2,001,879
-1,530,239
269
$29.6M 0.04%
+1,861,405
270
$28.9M 0.04%
1,326,413
+480,052
271
$28.7M 0.04%
736,207
-277,717
272
$28.7M 0.04%
3,992,577
+1,196,513
273
$28.5M 0.04%
531,428
+33,745
274
$28.4M 0.04%
193,493
-3,732
275
$28M 0.04%
772,771
-369,399
9 10
11
12 13