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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$24.5M 0.03%
327,950
+232,070
302
$24.4M 0.03%
266,664
+2,687
303
$24.4M 0.03%
+706,309
304
$24.1M 0.03%
499,969
-355,550
305
$23.8M 0.03%
4,531,775
+3,337,354
306
$23.6M 0.03%
336,647
-49,760
307
$23.5M 0.03%
1,569,488
+1,166,758
308
$23.4M 0.03%
328,270
+72,890
309
$22.7M 0.03%
229,321
-849
310
$22.4M 0.03%
1,112,896
-10,229
311
$21.9M 0.03%
774,892
-6,934
312
$21.8M 0.03%
754,729
+16,659
313
$21.7M 0.03%
567,150
+163,895
314
$21.5M 0.03%
928,264
+322,814
315
$21.5M 0.03%
126,089
+38,747
316
$21.4M 0.03%
1,021,032
-14,182
317
$21.4M 0.03%
238,385
+2,904
318
$21.3M 0.03%
404,828
+4,771
319
$21.3M 0.03%
709,526
-7,157
320
$21M 0.03%
+307,718
321
$20.9M 0.03%
586,726
+96,472
322
$20.9M 0.03%
56,498
+4,561
323
$20.7M 0.03%
+240,339
324
$20.7M 0.03%
795,507
+105,450
325
$19.9M 0.02%
261,668
+67,688
11 12
13
14 15