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
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$182M
4
AVGO icon
Broadcom
AVGO
+$178M
5
WDC icon
Western Digital
WDC
+$163M

Top Sells

1
+$255M
2
+$228M
3
+$149M
4
PARA
Paramount Global Class B
PARA
+$148M
5
MCK icon
McKesson
MCK
+$140M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.11%
4 Industrials 10.61%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17.1M 0.04%
333,189
-6,176
302
$17.1M 0.04%
472,555
+19,300
303
$17.1M 0.04%
291,256
+176,051
304
$17.1M 0.04%
162,598
-3,108
305
$17M 0.03%
212,134
+20,358
306
$16.5M 0.03%
1,120,056
-62,416
307
$16.5M 0.03%
1,494,354
-87,897
308
$16.5M 0.03%
960,435
+31,508
309
$16.4M 0.03%
623,582
+46,190
310
$16.4M 0.03%
374,162
+62,560
311
$16.4M 0.03%
595,846
-15,492
312
$16.4M 0.03%
1,606,679
-57,373
313
$16.3M 0.03%
555,483
-9,917
314
$16.3M 0.03%
405,553
+66,458
315
$16.3M 0.03%
968,164
+446,101
316
$16.2M 0.03%
1,238,619
-22,446
317
$16M 0.03%
908,981
-22,178
318
$15.9M 0.03%
843,120
+346,800
319
$15.9M 0.03%
252,009
+96,190
320
$15.9M 0.03%
1,003,905
+15,644
321
$15.8M 0.03%
1,348,920
+535,655
322
$15.7M 0.03%
1,091,816
+835,572
323
$15.5M 0.03%
69,768
-1,606
324
$15.5M 0.03%
382,679
+36,166
325
$15.4M 0.03%
662,416
-21,763
11 12
13
14 15