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
$54.4B
AUM Growth
+$4.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$324M
3
+$309M
4
NVS icon
Novartis
NVS
+$293M
5
SSNC icon
SS&C Technologies
SSNC
+$285M

Top Sells

1
+$583M
2
+$571M
3
+$542M
4
B
Barrick Mining
B
+$405M
5
CMCSA icon
Comcast
CMCSA
+$391M

Sector Composition

1 Financials 21.37%
2 Healthcare 16.65%
3 Industrials 14.47%
4 Technology 14.11%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16.7M 0.03%
424,507
-624,340
302
$16.4M 0.03%
+1,458,420
303
$16.3M 0.03%
104,935
-939,167
304
$16.2M 0.03%
334,040
-8,502
305
$15.9M 0.03%
161,816
-49,446
306
$15.5M 0.03%
548,740
-111,081
307
$15.4M 0.03%
250,209
-8,794,719
308
$15M 0.03%
+364,716
309
$14.7M 0.03%
230,642
-11,090
310
$14.4M 0.03%
617,577
-72,799
311
$13.5M 0.02%
+272,827
312
$13.4M 0.02%
1,305,822
-67,257
313
$13.3M 0.02%
742,996
-2,825
314
$13.3M 0.02%
170,152
+38,484
315
$13.3M 0.02%
4,631,334
-317,004
316
$13.3M 0.02%
323,324
+2,462
317
$13.2M 0.02%
1,248,181
+32,397
318
$13.2M 0.02%
1,174,035
-1,269,851
319
$13M 0.02%
573,440
+507,672
320
$12.9M 0.02%
312,454
-4,274,996
321
$12.7M 0.02%
+266,844
322
$12.5M 0.02%
358,319
-1,465
323
$12.4M 0.02%
382,445
-1,804
324
$12.2M 0.02%
314,362
-115,111
325
$11.4M 0.02%
1,194,947
+314,472
11 12
13
14 15