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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$19.2M 0.02%
492,786
-8,545
327
$19.1M 0.02%
586,539
+15,860
328
$19M 0.02%
102,185
-37,739
329
$19M 0.02%
601,240
-59,490
330
$18.4M 0.02%
510,335
-148,612
331
$18.3M 0.02%
191,664
-2,480
332
$18.2M 0.02%
660,866
-543,892
333
$18.1M 0.02%
343,660
-4,779
334
$17.9M 0.02%
205,642
+144,358
335
$17.4M 0.02%
826,610
-67,060
336
$17.3M 0.02%
4,316,820
-242,186
337
$17.2M 0.02%
561,935
+12,100
338
$17.1M 0.02%
951,769
+292
339
$16.8M 0.02%
+1,261,890
340
$16.7M 0.02%
718,748
-63,087
341
$16.7M 0.02%
391,750
-3,280
342
$16.6M 0.02%
400,972
-57,628
343
$16M 0.02%
610,140
-64,665
344
$16M 0.02%
1,031,110
-85,730
345
$15.9M 0.02%
443,190
-8,584
346
$15.8M 0.02%
279,324
-20,332
347
$15.7M 0.02%
997,760
-687,581
348
$15.6M 0.02%
596,140
-59,280
349
$15.5M 0.02%
847,140
+70,290
350
$15.5M 0.02%
1,063,183
-131,960
12 13
14
15 16