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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$20.3M 0.03%
994,781
-15,034
327
$19.5M 0.03%
1,620,507
-50,828
328
$19.3M 0.03%
235,416
-6,251
329
$19.2M 0.03%
406,513
-11,697
330
$19.1M 0.03%
1,016,351
-28,285
331
$18.3M 0.02%
251,133
+6,087
332
$17.6M 0.02%
204,048
+10,901
333
$17.1M 0.02%
820,541
+52,376
334
$16.7M 0.02%
557,458
+20,996
335
$16.6M 0.02%
+408,440
336
$16.5M 0.02%
119,893
+7,128
337
$15.9M 0.02%
697,702
-19,075
338
$15.4M 0.02%
424,087
+17,560
339
$15.2M 0.02%
228,262
-57,005
340
$15.2M 0.02%
777,823
-61,791
341
$15M 0.02%
+350,966
342
$14.9M 0.02%
65,497
+519
343
$14.9M 0.02%
88,000
-167,460
344
$14.3M 0.02%
393,924
-12,046
345
$14.1M 0.02%
311,732
-8,386
346
$14.1M 0.02%
1,458,757
+190,650
347
$13.8M 0.02%
928,301
-27,917
348
$13.6M 0.02%
2,343,753
-68,515
349
$13.1M 0.02%
103,785
-46,794
350
$12.9M 0.02%
294,021
-140,428
12 13
14
15 16