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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17M 0.03%
2,931,956
-105,034
302
$17M 0.03%
4,467,276
-164,058
303
$17M 0.03%
597,900
-22,860
304
$16.4M 0.03%
1,188,557
-66,516
305
$16.3M 0.03%
704,067
-26,739
306
$16.1M 0.03%
702,955
-24,689
307
$16.1M 0.03%
1,566,065
-38,680
308
$15.9M 0.03%
412,483
-12,024
309
$15.9M 0.03%
714,781
-28,215
310
$15.7M 0.03%
465,517
+107,198
311
$15.6M 0.03%
271,222
+21,013
312
$15M 0.03%
47,146
-2,260
313
$14.1M 0.03%
564,822
-8,618
314
$14.1M 0.03%
220,944
-9,698
315
$13.9M 0.03%
312,171
-11,153
316
$13.7M 0.02%
178,041
+7,889
317
$13.6M 0.02%
704,344
+153,288
318
$13.6M 0.02%
1,139,536
-34,499
319
$13.4M 0.02%
88,391
+1,484
320
$13.4M 0.02%
130,894
-322,499
321
$13M 0.02%
215,715
-118,325
322
$12.5M 0.02%
524,779
-23,961
323
$12.4M 0.02%
258,422
-8,422
324
$12.2M 0.02%
1,152,184
-95,997
325
$12.2M 0.02%
139,701
-22,115
11 12
13
14 15