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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$21.1M 0.02%
764,606
-101,771
327
$21M 0.02%
704,468
+94,813
328
$20.9M 0.02%
+520,045
329
$20.8M 0.02%
230,666
-32,158
330
$20.8M 0.02%
2,053,175
-160,441
331
$20.4M 0.02%
5,023,953
-1,969,188
332
$20.2M 0.02%
584,247
-53,354
333
$19.9M 0.02%
355,987
+248,061
334
$19.8M 0.02%
993,805
-39,258
335
$19.5M 0.02%
68,663
-20,733
336
$19.2M 0.02%
2,500,329
-118,909
337
$18.9M 0.02%
458,350
+76,815
338
$18.9M 0.02%
160,805
-72,789
339
$18.8M 0.02%
857,429
-44,548
340
$18.8M 0.02%
409,703
-23,166
341
$18.4M 0.02%
1,562,753
-128,947
342
$18.1M 0.02%
453,565
+150,381
343
$18M 0.02%
125,694
-833
344
$18M 0.02%
381,218
-12,336
345
$17.9M 0.02%
352,563
-55,629
346
$17.6M 0.02%
+71,732
347
$17.6M 0.02%
175,246
-3,556
348
$17.2M 0.02%
143,228
-49,665
349
$17.1M 0.02%
2,000,164
-802,971
350
$16.7M 0.02%
280,524
-44,485
12 13
14
15 16