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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$19.8M 0.02%
468,258
-90,973
327
$19.7M 0.02%
1,861,812
+1,478,827
328
$18.9M 0.02%
340,281
+55,170
329
$18.6M 0.02%
718,646
-3,649
330
$18.6M 0.02%
96,427
-141,455
331
$18.4M 0.02%
+353,015
332
$17.7M 0.02%
+2,864,429
333
$17.7M 0.02%
+343,572
334
$17.1M 0.02%
172,877
-820
335
$17M 0.02%
1,216,802
+331,486
336
$16.7M 0.02%
1,119,863
+183,828
337
$16.6M 0.02%
605,443
-456,850
338
$16.3M 0.02%
511,741
+266,685
339
$16.3M 0.02%
614,965
+103,372
340
$16.3M 0.02%
333,039
+2,966
341
$16.3M 0.02%
1,339,730
+1,146,544
342
$16.2M 0.02%
2,696,681
-10,346
343
$16.2M 0.02%
803,681
+4,242
344
$15.8M 0.02%
161,262
-2,212
345
$15.5M 0.02%
2,209,961
+23,132
346
$15.3M 0.02%
317,388
-207,451
347
$15.3M 0.02%
+139,081
348
$15.1M 0.02%
1,181,330
-26,634
349
$15.1M 0.02%
132,170
+4,649
350
$15M 0.02%
336,279
-3,344
12 13
14
15 16