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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24.2M 0.04%
386,617
+292,717
277
$24.1M 0.04%
596,441
-4,514
278
$24M 0.04%
520,668
+10,069
279
$23.9M 0.04%
1,287,677
+231,549
280
$23.9M 0.04%
1,284,220
+226,530
281
$23.8M 0.04%
107,407
-44,701
282
$23.4M 0.03%
144,046
-99,504
283
$23.4M 0.03%
1,633,219
-338,416
284
$23.3M 0.03%
691,159
+6,315
285
$23M 0.03%
436,983
+833
286
$21.7M 0.03%
1,980,041
+107,672
287
$21.7M 0.03%
1,010,847
-2,623
288
$21.6M 0.03%
1,030,240
-1,048,368
289
$21.3M 0.03%
703,967
+13,039
290
$21.3M 0.03%
307,185
-4,020
291
$20.9M 0.03%
332,921
+5,622
292
$20.4M 0.03%
+756,654
293
$20.1M 0.03%
79,899
-1,248
294
$20M 0.03%
341,559
+954
295
$19.9M 0.03%
944,163
-10,006
296
$19.8M 0.03%
1,759,302
-8,213
297
$19.7M 0.03%
885,001
-31,913
298
$19.7M 0.03%
268,689
+2,438
299
$19.3M 0.03%
331,304
+13,312
300
$19M 0.03%
1,559,969
-1,704,563
10 11
12
13 14