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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16.5M 0.02%
939,345
+548,169
352
$16.3M 0.02%
122,581
+7,493
353
$16.3M 0.02%
860,699
-123,739
354
$15.5M 0.02%
1,207,600
-172,334
355
$15.5M 0.02%
2,232,275
+503,099
356
$15.3M 0.02%
499,591
-81,280
357
$15.1M 0.02%
1,538,299
-216,420
358
$15M 0.02%
+855,160
359
$14.7M 0.02%
659,852
+130,786
360
$14.6M 0.02%
327,849
+231,954
361
$14.5M 0.02%
399,760
-60,950
362
$14.5M 0.02%
133,142
-45,823
363
$14.3M 0.02%
563,790
+83,051
364
$14.1M 0.02%
270,055
-16,980
365
$13.9M 0.02%
+192,634
366
$13.7M 0.02%
933,161
+2,259
367
$13.5M 0.02%
550,217
-25,764
368
$13.3M 0.02%
510,759
-22,606
369
$13.3M 0.02%
1,056,773
-117,765
370
$13.3M 0.02%
382,595
-91,806
371
$13.2M 0.02%
568,161
+38,573
372
$13.2M 0.02%
279,851
-181,695
373
$13.1M 0.02%
712,941
-631,617
374
$13M 0.02%
6,392,773
+448,000
375
$13M 0.02%
271,416
-33,894
13 14
15
16 17