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
$68.3B
AUM Growth
-$3.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$368M
2
+$326M
3
+$268M
4
JPM icon
JPMorgan Chase
JPM
+$235M
5
SNY icon
Sanofi
SNY
+$223M

Top Sells

1
+$603M
2
+$482M
3
+$214M
4
KLAC icon
KLA
KLAC
+$203M
5
UNH icon
UnitedHealth
UNH
+$199M

Sector Composition

1 Financials 18.86%
2 Healthcare 17.72%
3 Industrials 14.6%
4 Technology 13.23%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17.9M 0.03%
+165,622
302
$17.5M 0.03%
245,264
+103,215
303
$17.4M 0.03%
461,444
+82,124
304
$17.4M 0.03%
464,184
+338,652
305
$17.3M 0.03%
3,274,312
-363,412
306
$17.1M 0.03%
365,099
-205,832
307
$16.9M 0.02%
469,292
-14,828
308
$16.9M 0.02%
208,140
-3,266
309
$16.7M 0.02%
949,753
-355,904
310
$16.4M 0.02%
249,630
-211,153
311
$16.4M 0.02%
229,612
-5,915
312
$16.2M 0.02%
354,334
-10,912
313
$15.9M 0.02%
1,852,535
-39,143
314
$15.8M 0.02%
503,291
+120,536
315
$15.7M 0.02%
568,344
-1,015,407
316
$15.1M 0.02%
374,641
-25,017
317
$15M 0.02%
1,923,244
+307,866
318
$14.9M 0.02%
66,739
-39,341
319
$14.7M 0.02%
499,656
-35,469
320
$14.7M 0.02%
331,575
-163,604
321
$14.6M 0.02%
790,303
-689,654
322
$14.4M 0.02%
+377,767
323
$14.1M 0.02%
350,532
-92,893
324
$14M 0.02%
+605,659
325
$13.9M 0.02%
141,358
+61,042
11 12
13
14 15