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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13M 0.02%
1,154,999
-113,214
352
$12.9M 0.02%
431,612
-214,605
353
$12.8M 0.02%
788,490
+32,288
354
$12.7M 0.02%
457,767
-3,224
355
$12.7M 0.02%
1,723,708
+534,795
356
$12.5M 0.02%
250,133
-24,547
357
$12.3M 0.02%
2,381,387
-331,227
358
$11.9M 0.02%
1,129,241
-228,839
359
$11.8M 0.02%
497,452
-64,378
360
$11.8M 0.02%
636,400
-83,340
361
$11.7M 0.02%
1,757,874
+493,864
362
$11.4M 0.02%
113,883
+64,370
363
$11.2M 0.02%
1,080,546
+27,670
364
$11.2M 0.02%
201,880
-22,659
365
$11.1M 0.02%
215,242
-87,309
366
$11M 0.02%
108,044
+82,282
367
$10.9M 0.02%
326,522
+186
368
$10.8M 0.02%
646,915
-33,831
369
$10.6M 0.02%
790,190
-116,640
370
$10.6M 0.02%
730,426
-35,419
371
$10.3M 0.02%
1,614,900
+656,950
372
$10.1M 0.01%
159,527
-1,576
373
$10.1M 0.01%
680,170
+1,654
374
$10M 0.01%
298,811
-5,681
375
$10M 0.01%
138,821
+93,958
13 14
15
16 17