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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11.7M 0.02%
288,523
-200,409
377
$11.6M 0.01%
419,799
-40,450
378
$11.5M 0.01%
2,080,541
-34,768
379
$11.5M 0.01%
675,527
-41,056
380
$11.5M 0.01%
298,747
+142
381
$11.5M 0.01%
2,398,391
-277,077
382
$11.4M 0.01%
449,740
-234,493
383
$11.3M 0.01%
608,480
+136,680
384
$11.2M 0.01%
120,084
+39,754
385
$11M 0.01%
693,240
+213
386
$11M 0.01%
2,602,810
+585,565
387
$10.9M 0.01%
759,155
+57,236
388
$10.9M 0.01%
125,664
+38
389
$10.7M 0.01%
1,131,804
+662,294
390
$10.7M 0.01%
134,494
-1,183
391
$10.6M 0.01%
502,374
+9,777
392
$10.6M 0.01%
1,416,466
+83,360
393
$10.6M 0.01%
196,003
-4,551
394
$10.5M 0.01%
+615,410
395
$10.4M 0.01%
798,760
-900,550
396
$10.3M 0.01%
1,507,400
+883,860
397
$10.2M 0.01%
2,153,604
-2,044,486
398
$9.95M 0.01%
594,076
-12,806
399
$9.91M 0.01%
549,202
-92,445
400
$9.74M 0.01%
838,308
-18,740
14 15
16
17 18