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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31.5M 0.04%
107,943
-16,714
277
$31.5M 0.04%
4,433,451
+2,462,696
278
$31.3M 0.04%
+175,382
279
$31.1M 0.04%
345,130
+20,012
280
$31M 0.04%
391,510
-906,111
281
$30.8M 0.04%
1,068,581
+109,899
282
$30.4M 0.04%
133,656
-22,178
283
$30.2M 0.04%
1,002,103
-91,925
284
$30M 0.04%
1,713,118
-243,994
285
$30M 0.04%
727,447
+205,128
286
$29.7M 0.04%
1,745,088
-248,972
287
$29.1M 0.03%
2,433,892
+225,290
288
$28.5M 0.03%
301,114
-45,870
289
$28.5M 0.03%
784,781
+147,026
290
$28.4M 0.03%
149,531
-7,953
291
$28.2M 0.03%
475,293
-22,175
292
$28.1M 0.03%
367,641
-57,572
293
$28M 0.03%
254,529
-399,372
294
$27.7M 0.03%
733,416
-78,799
295
$26.9M 0.03%
721,502
-60,080
296
$26.8M 0.03%
1,268,311
+319,121
297
$26.7M 0.03%
72,439
-2,754
298
$26.5M 0.03%
176,578
-8,269
299
$26.5M 0.03%
681,645
-93,226
300
$26.3M 0.03%
178,488
-23,764
10 11
12
13 14