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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$22.3M 0.03%
547,503
-61,780
302
$22.3M 0.03%
1,937,751
-232,412
303
$22.2M 0.03%
442,688
-6,615
304
$22.1M 0.03%
1,845,614
-40,110
305
$22M 0.03%
427,306
-111,829
306
$21.7M 0.03%
526,468
-4,854
307
$21.6M 0.03%
624,265
-7,347
308
$21.5M 0.03%
2,289,610
-491,532
309
$21.5M 0.03%
192,889
-4,397
310
$21.3M 0.03%
+538,804
311
$21.3M 0.03%
1,328,214
-541
312
$21.2M 0.03%
478,211
+154,284
313
$21.1M 0.03%
1,068,476
-24,430
314
$21M 0.03%
526,480
-57,280
315
$21M 0.03%
618,570
-67,440
316
$20.8M 0.03%
2,895,883
-20,457
317
$20.4M 0.03%
664,234
-11,977
318
$20.1M 0.03%
405,337
+985
319
$20M 0.03%
641,240
-70,830
320
$20M 0.03%
+841,699
321
$19.7M 0.03%
+599,059
322
$19.7M 0.03%
458,989
-200,439
323
$19.6M 0.03%
11,007
-5,452
324
$19.5M 0.02%
357,477
+60,286
325
$19.5M 0.02%
4,787,164
+818,520
11 12
13
14 15