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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$25.4M 0.05%
183,674
-5,509
277
$25.2M 0.05%
368,643
-21,007
278
$25M 0.05%
898,857
-1,369,810
279
$24.7M 0.05%
1,387,638
+7,183
280
$24.5M 0.04%
1,764,182
-192,561
281
$24.1M 0.04%
1,405,942
-52,478
282
$22.9M 0.04%
2,442,827
-90,902
283
$22.7M 0.04%
399,271
-14,851
284
$22.7M 0.04%
435,821
-381,314
285
$22.5M 0.04%
1,152,560
-45,766
286
$22.4M 0.04%
387,410
+22,694
287
$22M 0.04%
1,040,553
-35,427
288
$21.3M 0.04%
1,992,953
+451,849
289
$20.9M 0.04%
241,258
+226,189
290
$20.7M 0.04%
2,197,559
-116,154
291
$20M 0.04%
272,340
-2,080
292
$19.8M 0.04%
4,846,426
-176,539
293
$19.4M 0.04%
905,749
-27,695
294
$19.4M 0.04%
391,182
-14,392
295
$19.1M 0.03%
8,448,669
-297,578
296
$19M 0.03%
854,100
-611,676
297
$18.9M 0.03%
1,337,334
-52,077
298
$18.7M 0.03%
407,350
-12,334
299
$17.9M 0.03%
370,311
-12,134
300
$17.4M 0.03%
263,093
-9,734
10 11
12
13 14