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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$30.4M 0.04%
1,209,689
-210
277
$30.4M 0.04%
641,351
+612,586
278
$30.3M 0.04%
260,947
+78,215
279
$29.8M 0.04%
610,467
-8,620
280
$29.5M 0.04%
2,029,074
+380,973
281
$29.1M 0.04%
75,391
+547
282
$28.7M 0.03%
312,050
-43,947
283
$28.5M 0.03%
405,355
-60,315
284
$28.3M 0.03%
937,024
+696,555
285
$28.2M 0.03%
494,902
-1,800
286
$28M 0.03%
1,981,889
+25,536
287
$28M 0.03%
1,813,362
-11,034,974
288
$27.9M 0.03%
552,139
+240,737
289
$27.8M 0.03%
990,030
+13,813
290
$26.9M 0.03%
300,209
+2,554
291
$26.6M 0.03%
2,062,292
+172,903
292
$26.5M 0.03%
600,974
+75,009
293
$26.4M 0.03%
304,124
-235,821
294
$26.3M 0.03%
+771,673
295
$26.2M 0.03%
416,325
+8,341
296
$25.7M 0.03%
309,543
-2,395
297
$25.5M 0.03%
574,854
+94,587
298
$25.5M 0.03%
703,039
-42,196
299
$25.4M 0.03%
878,556
+828,099
300
$24.8M 0.03%
179,281
+31,239
10 11
12
13 14