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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$28.6M 0.04%
403,647
-9,918
277
$28.3M 0.04%
509,150
-11,533
278
$28.3M 0.04%
2,111,711
-30,412
279
$28.2M 0.04%
84,072
-797
280
$28.1M 0.04%
1,230,329
-25,175
281
$27.5M 0.04%
442,012
-4,412
282
$27.1M 0.03%
872,222
-19,291
283
$26.9M 0.03%
+3,001,030
284
$26.1M 0.03%
665,594
-643,765
285
$26.1M 0.03%
+196,996
286
$26M 0.03%
786,014
-2,000
287
$26M 0.03%
+697,151
288
$25.7M 0.03%
733,908
-21,023
289
$25.5M 0.03%
616,227
-17,312
290
$25.4M 0.03%
427,215
+235
291
$25.4M 0.03%
717,011
-6,903
292
$25.2M 0.03%
1,116,510
-34,933
293
$25.2M 0.03%
613,170
-9,352
294
$24.9M 0.03%
1,747,524
-22,584
295
$24.6M 0.03%
197,861
+541
296
$24M 0.03%
336,478
-257,526
297
$23.6M 0.03%
896,197
+68,749
298
$23.5M 0.03%
803,924
+16,942
299
$22.9M 0.03%
740,728
-7,516
300
$22.9M 0.03%
997,675
-11,728
10 11
12
13 14