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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10.4M 0.02%
189,396
+96
402
$10.4M 0.02%
252,157
+120,050
403
$10.4M 0.02%
315,861
-20,434
404
$10.4M 0.02%
253,819
+5,627
405
$10.1M 0.02%
641,810
-146,920
406
$9.96M 0.01%
109,200
+5,100
407
$9.91M 0.01%
220,000
-18,531
408
$9.88M 0.01%
86,380
-2,794
409
$9.86M 0.01%
202,581
-31,530
410
$9.86M 0.01%
319,978
-109,082
411
$9.77M 0.01%
139,400
+4,600
412
$9.58M 0.01%
173,975
-3,900
413
$9.47M 0.01%
398,850
-19,264
414
$9.29M 0.01%
+276,510
415
$9.27M 0.01%
904,381
+83,500
416
$9.22M 0.01%
362,272
+86,391
417
$9.16M 0.01%
1,087,832
-92,971
418
$8.97M 0.01%
496,568
-19,960
419
$8.95M 0.01%
553,728
-23,588
420
$8.93M 0.01%
197,968
+9,068
421
$8.92M 0.01%
635,930
+198,460
422
$8.86M 0.01%
1,352,880
-465,330
423
$8.84M 0.01%
217,574
-25,405
424
$8.83M 0.01%
2,269,050
+317,435
425
$8.83M 0.01%
115,941
-5,647
15 16
17
18 19