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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$25.7M 0.03%
1,268,253
-185,168
302
$25.6M 0.03%
154,324
-219
303
$25.6M 0.03%
1,275,267
-131,113
304
$25.5M 0.03%
1,708,627
+12,499
305
$25.2M 0.03%
245,592
+81
306
$25M 0.03%
406,573
-64,295
307
$25M 0.03%
494,570
-25,657
308
$24.9M 0.03%
256,363
-38,587
309
$24.7M 0.03%
692,506
-110,976
310
$24.6M 0.03%
884,213
+15,154
311
$24.6M 0.03%
+173,866
312
$24.4M 0.03%
539,255
-1,221,143
313
$24.2M 0.03%
295,986
-43,229
314
$24.1M 0.03%
+921,060
315
$23.9M 0.03%
539,076
+58,802
316
$23.8M 0.03%
470,933
+162,274
317
$22.8M 0.03%
53,034
-18,430
318
$22.6M 0.03%
480,518
-132,098
319
$22M 0.03%
314,986
-44,560
320
$21.8M 0.03%
391,496
-57,053
321
$21.7M 0.03%
1,199,403
-89,257
322
$21.6M 0.03%
275,667
+37,558
323
$21.4M 0.03%
388,382
-18,676
324
$21.4M 0.03%
472,562
+126,572
325
$21.3M 0.03%
1,918,606
-226,188
11 12
13
14 15