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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$24.4M 0.03%
581,185
-32,125
302
$23.9M 0.03%
53,137
-32,367
303
$23.9M 0.03%
269,638
-27,951
304
$23.8M 0.03%
658,291
+96,820
305
$23.7M 0.03%
341,873
-44,740
306
$23.7M 0.03%
723,748
-32,989
307
$23.5M 0.03%
2,988,555
-83,615
308
$23.5M 0.03%
+378,388
309
$23.1M 0.03%
1,400,215
+205,420
310
$22.9M 0.03%
291,103
+7,576
311
$22.8M 0.03%
198,069
-325,723
312
$22.7M 0.03%
1,724,968
+109,601
313
$22.6M 0.03%
499,435
-94,630
314
$22.6M 0.03%
1,017,307
-28,976
315
$22.3M 0.03%
791,355
-21,787
316
$22.3M 0.03%
1,610,547
-89,287
317
$22.2M 0.03%
408,598
+22,874
318
$21.6M 0.03%
768,301
+3,194
319
$21.4M 0.03%
1,009,982
-1,375,346
320
$21.3M 0.03%
146,534
-26,179
321
$21M 0.03%
1,265,704
-51,689
322
$20.6M 0.03%
339,029
-177,353
323
$20.5M 0.03%
729,723
-20,201
324
$20.5M 0.03%
889,042
+9,291
325
$20.3M 0.03%
706,610
-64,100
11 12
13
14 15