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
$54.4B
AUM Growth
+$4.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$324M
3
+$309M
4
NVS icon
Novartis
NVS
+$293M
5
SSNC icon
SS&C Technologies
SSNC
+$285M

Top Sells

1
+$583M
2
+$571M
3
+$542M
4
B
Barrick Mining
B
+$405M
5
CMCSA icon
Comcast
CMCSA
+$391M

Sector Composition

1 Financials 21.37%
2 Healthcare 16.65%
3 Industrials 14.47%
4 Technology 14.11%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11.4M 0.02%
552,026
-8,767
327
$11.3M 0.02%
94,095
-4,872,074
328
$11M 0.02%
234,143
-428,830
329
$10.5M 0.02%
+60,061
330
$10.3M 0.02%
+551,056
331
$10.2M 0.02%
86,907
-49,822
332
$10.2M 0.02%
76,913
-71,063
333
$10.1M 0.02%
454,348
-31,231
334
$9.63M 0.02%
247,951
-287,632
335
$9.19M 0.02%
614,528
+30,272
336
$9M 0.02%
809,778
-5,699,785
337
$8.9M 0.02%
614,465
+28,956
338
$8.83M 0.02%
506,832
-241,536
339
$8.63M 0.02%
66,686
-18,826
340
$8.56M 0.02%
663,593
+31,859
341
$8.56M 0.02%
73,652
-45,276
342
$8.55M 0.02%
942,566
-4,845
343
$8.54M 0.02%
131,710
-32,009
344
$8.47M 0.02%
82,014
+3,835
345
$8.31M 0.02%
640,513
+132,608
346
$7.55M 0.01%
180,712
-107,392
347
$7.3M 0.01%
506,841
-15,013
348
$7.14M 0.01%
21,683
-17,709
349
$6.98M 0.01%
89,770
-968
350
$6.09M 0.01%
28,251
-60,970
12 13
14
15 16