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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15M 0.02%
524,471
-964
352
$14.9M 0.02%
1,068,137
-327,101
353
$14.8M 0.02%
+1,033,702
354
$14.8M 0.02%
595,137
+574,172
355
$14.6M 0.02%
291,459
+10,970
356
$14.5M 0.02%
408,519
-8,312
357
$14.3M 0.02%
1,464,287
+731,807
358
$14.2M 0.02%
48,716
-3,711
359
$14.1M 0.02%
662,188
+107,324
360
$13.9M 0.02%
91,225
+1,772
361
$13.8M 0.02%
2,322,939
-10,654
362
$13.6M 0.02%
339,965
-27,920
363
$13.4M 0.02%
3,168,709
-627,715
364
$13.2M 0.02%
223,092
+134,890
365
$13M 0.02%
619,326
+549,456
366
$13M 0.02%
+210,126
367
$13M 0.02%
1,009,148
+429,989
368
$12.9M 0.02%
123,748
+16,120
369
$12.8M 0.02%
6,419,520
-225,336
370
$12.8M 0.02%
730,092
-128,079
371
$12.1M 0.01%
1,447,787
+1,362,751
372
$11.9M 0.01%
423,070
-3,566
373
$11.9M 0.01%
1,059,375
-2,119,051
374
$11.8M 0.01%
1,575,896
+163,790
375
$11.4M 0.01%
412,154
+17,954
13 14
15
16 17