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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16.6M 0.02%
1,504,334
-51,268
327
$16.6M 0.02%
110,659
+3,165
328
$16.6M 0.02%
196,885
-518,616
329
$16.5M 0.02%
569,127
-28,689
330
$16.5M 0.02%
568,826
-25,041
331
$16.5M 0.02%
109,793
-36,899
332
$16.4M 0.02%
274,409
-58,198
333
$16.4M 0.02%
1,971,400
+202,500
334
$16.2M 0.02%
765,690
+202,719
335
$16.2M 0.02%
1,161,220
+168,899
336
$16.2M 0.02%
895,453
-28,435
337
$16.1M 0.02%
521,621
-22,223
338
$16M 0.02%
166,068
+113,348
339
$15.9M 0.02%
1,386,137
-180,160
340
$15.9M 0.02%
664,989
+240,950
341
$15.8M 0.02%
218,073
-10,915
342
$15.8M 0.02%
939,107
-33,761
343
$15.7M 0.02%
571,497
-26,772
344
$14.4M 0.02%
616,077
-25,429
345
$14.4M 0.02%
113,819
346
$14.4M 0.02%
+42,834
347
$14.4M 0.02%
3,148,281
+244,045
348
$14.2M 0.02%
316,073
-13,030
349
$14.2M 0.02%
591,615
-22,515
350
$14.2M 0.02%
+677,121
12 13
14
15 16