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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16.1M 0.02%
978,240
-146,310
327
$15.8M 0.02%
534,320
-76,160
328
$15.7M 0.02%
1,126,090
-150,800
329
$15.6M 0.02%
+895,361
330
$15.5M 0.02%
709,740
+62,690
331
$15.5M 0.02%
272,393
-9,393
332
$15.4M 0.02%
381,535
+20,162
333
$15.3M 0.02%
645,799
+1,430
334
$15.3M 0.02%
749,656
+128,326
335
$15.1M 0.02%
1,396,210
-183,186
336
$15M 0.02%
315,135
-36,042
337
$14.9M 0.02%
415,195
-47,173
338
$14.7M 0.02%
590,240
-2,522,750
339
$14.6M 0.02%
181,130
+2,537
340
$14.5M 0.02%
248,643
-36,173
341
$14.3M 0.02%
246,929
-2,470,498
342
$14.2M 0.02%
475,582
-21,199
343
$14M 0.02%
496,750
-226,170
344
$14M 0.02%
638,850
-17,070
345
$13.9M 0.02%
562,820
+42,410
346
$13.8M 0.02%
635,315
-81,795
347
$13.5M 0.02%
472,381
-77,029
348
$13.3M 0.02%
949,914
+263,704
349
$13.3M 0.02%
1,345,207
-6,133
350
$13.2M 0.02%
626,004
-166,299
12 13
14
15 16