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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.79M 0.01%
594,865
+127,667
377
$3.69M 0.01%
15,508
-9,515
378
$3.56M 0.01%
93,780
-895
379
$3.51M 0.01%
24,441
-80,494
380
$3.46M 0.01%
151,368
-12,870
381
$3.44M 0.01%
364,500
+225,071
382
$3.35M 0.01%
375,796
+187,672
383
$3.27M 0.01%
99,293
+36,413
384
$3.25M 0.01%
110,522
+78,711
385
$3.24M 0.01%
145,096
+75,804
386
$3.18M 0.01%
70,850
+3,155
387
$3.18M 0.01%
56,531
388
$3.1M 0.01%
58,586
+395
389
$3.04M 0.01%
72,520
+14,356
390
$2.99M 0.01%
52,080
-4,433
391
$2.99M 0.01%
43,939
-1,221,119
392
$2.94M 0.01%
81,006
-1,230
393
$2.87M 0.01%
219,535
-763
394
$2.87M 0.01%
+185,654
395
$2.79M 0.01%
90,963
+9,121
396
$2.72M ﹤0.01%
171,716
-7,959
397
$2.68M ﹤0.01%
23,140
398
$2.65M ﹤0.01%
106,090
-147,458
399
$2.52M ﹤0.01%
259,641
-34,162
400
$2.52M ﹤0.01%
128,032
+28,371
14 15
16
17 18