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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$33.6M 0.04%
2,120,502
-65,947
277
$33.6M 0.04%
1,468,464
-28,887
278
$33.3M 0.04%
609,858
-16,242
279
$32.5M 0.04%
2,631,385
-305,887
280
$31.6M 0.04%
814,878
-559,692
281
$31.5M 0.04%
1,521,469
-45,728
282
$31.5M 0.04%
1,355,496
+203,223
283
$30.8M 0.04%
882,926
-12,929
284
$30.5M 0.04%
304,721
-51,228
285
$30.5M 0.04%
544,035
-3,037,115
286
$29.8M 0.04%
295,463
+132,513
287
$29.8M 0.04%
902,574
-79,869
288
$29.6M 0.04%
679,146
-19,242
289
$29.5M 0.04%
1,101,093
+329,286
290
$28.6M 0.04%
596,164
+93,578
291
$28.5M 0.04%
1,653,829
-49,284
292
$27.7M 0.04%
456,051
-11,022
293
$27.7M 0.04%
380,565
-10,801
294
$27.3M 0.04%
328,250
-6,023
295
$27.2M 0.04%
244,598
-4,526
296
$27.1M 0.04%
716,255
-13,411
297
$26.3M 0.03%
1,430,932
+212,591
298
$25.9M 0.03%
540,967
+485,162
299
$25.7M 0.03%
707,234
-18,791
300
$25.3M 0.03%
489,831
-1,034,794
10 11
12
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