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
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$182M
4
AVGO icon
Broadcom
AVGO
+$178M
5
WDC icon
Western Digital
WDC
+$163M

Top Sells

1
+$255M
2
+$228M
3
+$149M
4
PARA
Paramount Global Class B
PARA
+$148M
5
MCK icon
McKesson
MCK
+$140M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.11%
4 Industrials 10.61%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13M 0.03%
983,206
+40,720
352
$12.9M 0.03%
285,972
-5,861
353
$12.8M 0.03%
93,888
+11,324
354
$12.7M 0.03%
163,458
+71,869
355
$12.6M 0.03%
734,511
+338,218
356
$12.6M 0.03%
544,620
-5,597
357
$12.5M 0.03%
711,255
-10,435
358
$12.5M 0.03%
707,187
-44,056
359
$12.5M 0.03%
544,580
+38,930
360
$12.4M 0.03%
+11,040
361
$12.2M 0.03%
487,420
-50,320
362
$12.2M 0.03%
772,700
-15,480
363
$12.1M 0.02%
435,375
-10,571
364
$12M 0.02%
1,181,530
-16,642
365
$12M 0.02%
652,701
-11,172
366
$11.9M 0.02%
179,892
-3,651
367
$11.9M 0.02%
21,001
-305
368
$11.9M 0.02%
377,979
-6,142
369
$11.7M 0.02%
514,381
-12,070
370
$11.5M 0.02%
+598,523
371
$11.4M 0.02%
215,272
-11,643
372
$11.2M 0.02%
98,107
+1,418
373
$11.2M 0.02%
556,449
-9,202
374
$11.1M 0.02%
155,339
-2,823
375
$11.1M 0.02%
209,965
-41,606
13 14
15
16 17