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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$43.9M 0.05%
+334,768
252
– –
0
253
– –
0
254
$42.8M 0.05%
2,155,051
-271,043
255
$42.6M 0.05%
1,347,121
-333,705
256
$42M 0.05%
2,522,908
-511,849
257
$41.6M 0.05%
517,122
+74,897
258
$40.3M 0.05%
2,454,753
-296,097
259
$39.8M 0.05%
391,624
+15,338
260
$38.4M 0.05%
790,502
-75,875
261
$38.3M 0.05%
1,220,050
-4,345,859
262
$37.3M 0.04%
331,083
+33,967
263
$36.1M 0.04%
1,068,166
+438,446
264
$35.7M 0.04%
697,552
+121,558
265
$35.6M 0.04%
3,024,983
-414,321
266
$35.5M 0.04%
824,716
+331,447
267
$35.3M 0.04%
555,566
+98,981
268
$35.1M 0.04%
+1,272,702
269
$34.1M 0.04%
392,679
-105,854
270
$33.5M 0.04%
420,756
-4,250
271
$33M 0.04%
1,767,876
-219,109
272
$32.7M 0.04%
233,127
+12,757
273
$32.7M 0.04%
150,920
-14,721
274
$32.5M 0.04%
531,129
+51,302
275
$32.4M 0.04%
571,947
-157,200
9 10
11
12 13