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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15.3M 0.02%
688,190
-76,610
352
$15.2M 0.02%
312,379
-7,135
353
$15M 0.02%
683,146
+135,849
354
$14.9M 0.02%
471,597
-79,005
355
$14.3M 0.02%
1,430,710
-58,801
356
$14.2M 0.02%
1,135,014
-86,970
357
$14.1M 0.02%
407,156
+125
358
$14M 0.02%
695,118
-11,419
359
$13.7M 0.02%
87,543
+26
360
$13.7M 0.02%
251,412
-100
361
$13.5M 0.02%
168,634
+11,894
362
$13.5M 0.02%
406,624
-9,272
363
$13.5M 0.02%
1,202,018
+148,757
364
$13.2M 0.02%
197,301
-16,766
365
$13M 0.02%
857,127
-455,709
366
$13M 0.02%
722,520
-80,800
367
$13M 0.02%
175,607
-3,950
368
$13M 0.02%
766,479
+409
369
$12.7M 0.02%
712,940
-29,050
370
$12.5M 0.02%
208,984
-4,708
371
$12.4M 0.02%
240,662
+159,470
372
$12.2M 0.02%
276,190
+5,955
373
$12.1M 0.02%
+512,776
374
$12M 0.02%
800,610
+2,290
375
$11.9M 0.02%
392,171
-8,791
13 14
15
16 17