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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12.1M 0.02%
1,215,969
-210,801
377
$12.1M 0.02%
535,747
+22,528
378
$12M 0.02%
145,751
-6,866
379
$11.9M 0.02%
770,489
-787,937
380
$11.9M 0.02%
224,283
+98,500
381
$11.9M 0.02%
1,339,360
-11,343
382
$11.8M 0.02%
171,502
-7,651
383
$11.6M 0.02%
+363,481
384
$11.6M 0.02%
29,480
-934
385
$11.4M 0.02%
250,000
+26,140
386
$11.3M 0.02%
223,170
+75,980
387
$11.3M 0.02%
445,187
+243,896
388
$11.3M 0.02%
414,280
+165,390
389
$11.2M 0.02%
+497,561
390
$11.2M 0.02%
176,918
-66,147
391
$10.9M 0.02%
697,675
-8,233
392
$10.8M 0.02%
+465,140
393
$10.8M 0.02%
492,941
-18,298
394
$10.8M 0.02%
1,108,345
-320,961
395
$10.7M 0.02%
+816,187
396
$10.7M 0.02%
114,300
+5,100
397
$10.5M 0.02%
747,193
-176,695
398
$10.5M 0.02%
888,208
-2,689,840
399
$10.5M 0.02%
91,200
+1,800
400
$10.5M 0.02%
608,900
+443,470
14 15
16
17 18