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
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$182M
4
AVGO icon
Broadcom
AVGO
+$178M
5
WDC icon
Western Digital
WDC
+$163M

Top Sells

1
+$255M
2
+$228M
3
+$149M
4
PARA
Paramount Global Class B
PARA
+$148M
5
MCK icon
McKesson
MCK
+$140M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.11%
4 Industrials 10.61%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9.79M 0.02%
282,209
-191,800
402
$9.79M 0.02%
155,719
+77,759
403
$9.76M 0.02%
344,988
-5,707
404
$9.7M 0.02%
189,964
+7,600
405
$9.66M 0.02%
+242,175
406
$9.64M 0.02%
448,830
+17,840
407
$9.59M 0.02%
271,864
-2,590
408
$9.52M 0.02%
389,226
-339,795
409
$9.5M 0.02%
859,860
+451,320
410
$9.42M 0.02%
284,195
+11,250
411
$9.41M 0.02%
588,749
-9,810
412
$9.13M 0.02%
67,970
413
$9.06M 0.02%
516,975
+20,260
414
$8.98M 0.02%
+197,510
415
$8.96M 0.02%
106,288
+29,114
416
$8.85M 0.02%
75,472
+6,745
417
$8.76M 0.02%
246,317
+26,877
418
$8.72M 0.02%
+213,443
419
$8.63M 0.02%
120,449
+2,383
420
$8.6M 0.02%
766,135
-71,070
421
$8.47M 0.02%
434,521
+3,021
422
$8.35M 0.02%
284,214
423
$8.31M 0.02%
1,194,505
+86,280
424
$8.31M 0.02%
894,246
-29,276
425
$8.18M 0.02%
216,755
15 16
17
18 19