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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14M 0.02%
640,198
-38,110
352
$14M 0.02%
489,399
-20,277
353
$13.9M 0.02%
610,907
-173,836
354
$13.8M 0.02%
731,897
+68,610
355
$13.8M 0.02%
298,257
-5,547
356
$13.7M 0.02%
1,037,640
-36,263
357
$13.6M 0.02%
209,213
-7,214
358
$13.5M 0.02%
3,267,452
-113,489
359
$13.4M 0.02%
1,257,695
-42,870
360
$13M 0.02%
1,191,335
-143,575
361
$12.9M 0.02%
331,042
-10,268
362
$12.9M 0.02%
523,031
-21,295
363
$12.8M 0.02%
865,583
+90,350
364
$12.8M 0.02%
710,943
+10,571
365
$12.7M 0.02%
491,581
-4,012
366
$12.7M 0.02%
675,728
-22,991
367
$12.7M 0.02%
1,080,140
+271,740
368
$12.6M 0.02%
666,970
+99,387
369
$12.6M 0.02%
98,840
-3,676
370
$12.5M 0.02%
684,152
+12,798
371
$12.4M 0.02%
535,943
+83,430
372
$12.3M 0.02%
420,788
-444,822
373
$12.2M 0.02%
2,299,670
+97,490
374
$12.2M 0.02%
236,403
+39,890
375
$12.2M 0.02%
245,825
+45,856
13 14
15
16 17