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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10M 0.01%
1,136,275
+23,098
377
$9.95M 0.01%
237,166
+10,752
378
$9.94M 0.01%
330,750
-584,780
379
$9.86M 0.01%
162,728
+7,414
380
$9.81M 0.01%
151,846
-1,181
381
$9.78M 0.01%
189,300
382
$9.74M 0.01%
258,129
+53,248
383
$9.72M 0.01%
36,815
-153
384
$9.71M 0.01%
694,525
385
$9.63M 0.01%
312,937
-16,209
386
$9.6M 0.01%
530,802
-69,378
387
$9.48M 0.01%
335,062
+6,786
388
$9.4M 0.01%
+418,073
389
$9.18M 0.01%
238,154
+49,183
390
$9.16M 0.01%
1,964,651
-385,371
391
$9.12M 0.01%
605,772
-7,176
392
$9.12M 0.01%
1,265,210
-5,348
393
$9.07M 0.01%
1,457,700
-2,943,070
394
$8.95M 0.01%
287,412
+20,491
395
$8.86M 0.01%
1,968,420
+114,930
396
$8.68M 0.01%
239,131
+7,982
397
$8.62M 0.01%
231,393
-39,611
398
$8.59M 0.01%
59,298
+13,160
399
$8.49M 0.01%
111,600
400
$8.46M 0.01%
234,135
+24,178
14 15
16
17 18