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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12M 0.02%
572,977
-50,992
327
$11.9M 0.02%
+175,361
328
$11.8M 0.02%
123,466
+116,021
329
$11.8M 0.02%
+406,427
330
$11.7M 0.02%
84,414
-9,681
331
$11.6M 0.02%
643,277
+28,812
332
$11.6M 0.02%
226,202
-7,941
333
$11.2M 0.02%
438,150
-16,198
334
$11M 0.02%
276,413
-527,940
335
$10.4M 0.02%
85,665
+3,651
336
$9.97M 0.02%
290,481
-23,881
337
$9.9M 0.02%
71,466
-5,447
338
$9.81M 0.02%
511,009
-41,017
339
$9.66M 0.02%
694,831
+31,238
340
$9.48M 0.02%
217,516
-94,938
341
$9.36M 0.02%
812,178
+2,400
342
$9.21M 0.02%
254,665
+6,714
343
$9.07M 0.02%
25,144
+3,461
344
$8.94M 0.02%
1,154,074
-40,873
345
$8.39M 0.02%
1,177,767
+520,954
346
$8.3M 0.02%
908,110
-34,456
347
$8.22M 0.02%
433,113
-73,719
348
$8.07M 0.01%
670,093
+29,580
349
$7.81M 0.01%
26,942
+5,066
350
$7.8M 0.01%
93,978
+4,208
12 13
14
15 16