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
376
$11.3M 0.01%
622,550
+132,146
377
$10.8M 0.01%
129,878
-16,983
378
$10.8M 0.01%
488,486
+51,271
379
$10.3M 0.01%
482,141
+82,977
380
$10.2M 0.01%
578,639
+10,905
381
$10.2M 0.01%
16,526
-544
382
$10.2M 0.01%
1,080,443
-484,298
383
$10.1M 0.01%
455,475
+430,125
384
$10.1M 0.01%
89,324
-10,193
385
$10.1M 0.01%
131,416
-104,399
386
$9.97M 0.01%
65,255
-1,065
387
$9.96M 0.01%
+107,432
388
$9.64M 0.01%
+491,544
389
$9.61M 0.01%
1,004,229
-51,079
390
$9.6M 0.01%
217,210
-74,077
391
$9.25M 0.01%
2,521,085
+855,192
392
$9.02M 0.01%
490,119
+153,806
393
$8.96M 0.01%
1,506,344
-216,076
394
$8.81M 0.01%
83,140
-1,437
395
$8.56M 0.01%
108,933
+30,578
396
$8.48M 0.01%
143,031
-434,602
397
$8.27M 0.01%
114,375
+3,666
398
$8.07M 0.01%
+473,648
399
$7.98M 0.01%
387,319
-2,130,528
400
$7.9M 0.01%
85,137
-177,099
14 15
16
17 18