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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$18.7M 0.03%
1,127,926
+7,312
302
$18.7M 0.03%
793,580
-447,130
303
$18.4M 0.03%
3,204,450
-632,166
304
$18.4M 0.03%
480,983
-1,843
305
$18.3M 0.03%
731,777
-172,939
306
$18.2M 0.03%
377,170
-8,055
307
$18M 0.03%
835,071
-28,694
308
$18M 0.03%
1,545,559
-1,179,961
309
$17.8M 0.03%
900,120
-127,140
310
$17.6M 0.03%
694,546
-5,734
311
$17.5M 0.03%
492,582
+7,611
312
$17.4M 0.03%
1,363,550
+65,372
313
$17.3M 0.03%
2,726,232
+21,684
314
$17.3M 0.03%
658,838
+4,234
315
$17.1M 0.03%
1,382,032
+5,156
316
$17M 0.03%
751,782
+7,993
317
$17M 0.03%
1,088,440
+211,310
318
$16.9M 0.02%
588,648
-7,298
319
$16.6M 0.02%
701,398
-219,633
320
$16.5M 0.02%
650,913
-43,232
321
$16.4M 0.02%
758,009
+3,973
322
$16.4M 0.02%
209,703
+116,803
323
$16.3M 0.02%
645,447
+442,177
324
$16.2M 0.02%
994,831
+59,299
325
$16.2M 0.02%
572,860
-83,980
11 12
13
14 15