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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.58M 0.01%
69,954
+3,268
352
$7.35M 0.01%
469,989
-36,852
353
$7.33M 0.01%
535,968
+95,768
354
$7.17M 0.01%
116,502
-15,208
355
$6.71M 0.01%
116,801
+3,725
356
$6.69M 0.01%
31,464
-2,744
357
$5.63M 0.01%
154,600
-30,120
358
$5.61M 0.01%
+100,000
359
$5.22M 0.01%
117,333
-9,973
360
$5.21M 0.01%
20,498
-1,213
361
$5.05M 0.01%
23,612
-36,449
362
$4.69M 0.01%
521,005
+24,201
363
$4.61M 0.01%
538,910
-8,089,113
364
$4.55M 0.01%
76,355
-23,855
365
$4.55M 0.01%
15,467
-12,784
366
$4.47M 0.01%
1,148,107
+57,499
367
$4.32M 0.01%
117,888
-16,952
368
$4.14M 0.01%
20,729
-1,427
369
$4.08M 0.01%
389,642
-28,401
370
$4.06M 0.01%
264,360
+238,450
371
$3.97M 0.01%
177,588
+18,317
372
$3.94M 0.01%
105,118
-9,269
373
$3.91M 0.01%
2,287
+854
374
$3.88M 0.01%
286,860
+14,411
375
$3.82M 0.01%
148,224
-15,402
13 14
15
16 17