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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12.8M 0.02%
744,738
-35,389
352
$12.6M 0.02%
892,860
+222,180
353
$12.6M 0.02%
409,656
-589,288
354
$12M 0.02%
318,220
-5,963
355
$12M 0.02%
1,476,152
-582,868
356
$12M 0.02%
602,799
+560
357
$11.8M 0.02%
588,721
+199,574
358
$11.7M 0.02%
575,319
+81,004
359
$11.6M 0.02%
672,213
+585,213
360
$11.3M 0.01%
83,070
-7,644
361
$10.8M 0.01%
182,484
-4,481
362
$10.8M 0.01%
645,688
+29,743
363
$10.8M 0.01%
641,072
-11,824
364
$10.6M 0.01%
920,614
-330,096
365
$10.5M 0.01%
346,752
+1,595
366
$10.1M 0.01%
645,443
-19,312
367
$9.81M 0.01%
+90,803
368
$9.79M 0.01%
1,009,520
-8,531
369
$9.67M 0.01%
754,041
+25,343
370
$9.31M 0.01%
102,346
+12,112
371
$9.04M 0.01%
1,092,162
-32,407
372
$9M 0.01%
2,081,569
-62,835
373
$8.85M 0.01%
69,552
+40,806
374
$8.75M 0.01%
186,555
-1,601
375
$8.59M 0.01%
134,443
-2,272
13 14
15
16 17