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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$39.1M 0.05%
244,157
-3,184
252
$38.8M 0.05%
550,340
-7,778
253
$37.7M 0.05%
725,408
-4,333
254
$37.3M 0.05%
226,574
+91,182
255
$37.1M 0.04%
970,980
-77,552
256
$36.9M 0.04%
273,851
+210,737
257
$35.9M 0.04%
1,323,918
-6,107
258
$35.6M 0.04%
112,074
-784,876
259
$35.4M 0.04%
590,930
-3,417
260
$35.2M 0.04%
1,215,579
-590
261
$34.7M 0.04%
673,424
+187,648
262
$34.5M 0.04%
185,424
-77,995
263
$34M 0.04%
624,274
+91,130
264
$34M 0.04%
2,421,573
+216,282
265
$33.8M 0.04%
987,790
-1,744
266
$33.4M 0.04%
531,431
-4,831
267
$33.3M 0.04%
1,310,677
+13,865
268
$32.9M 0.04%
944,899
+11,708
269
$32.8M 0.04%
+1,294,731
270
$32.7M 0.04%
2,525,597
-38,217
271
$31.7M 0.04%
408,667
-353
272
$31.3M 0.04%
1,274,611
+3,322
273
$31.2M 0.04%
504,815
+77,730
274
$30.8M 0.04%
886,864
-334,421
275
$30.6M 0.04%
1,275,325
-16,543
9 10
11
12 13