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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8.3M 0.01%
1,022,042
-292,130
402
$8.3M 0.01%
89,000
+83,141
403
$8.16M 0.01%
335,640
-24,937
404
$8.13M 0.01%
98,734
-1,788
405
$8.1M 0.01%
746,497
-3,938
406
$8.05M 0.01%
143,610
+12,090
407
$8.05M 0.01%
283,950
-94,530
408
$7.99M 0.01%
375,990
-48,310
409
$7.72M 0.01%
124,200
+15,000
410
$7.72M 0.01%
155,189
-38,033
411
$7.64M 0.01%
1,171,152
-150,169
412
$7.34M 0.01%
500,212
-1,961
413
$7.31M 0.01%
775,660
+110,565
414
$7.26M 0.01%
85,500
415
$7.25M 0.01%
1,122,684
-67,164
416
$7.22M 0.01%
163,900
-4,389
417
$7.17M 0.01%
125,564
+5,719
418
$7.11M 0.01%
302,236
-50,756
419
$7.09M 0.01%
777,650
-39,330
420
$7.04M 0.01%
258,717
+53,688
421
$7.03M 0.01%
27,499
+1,991
422
$6.93M 0.01%
599,542
-218,448
423
$6.9M 0.01%
+242,530
424
$6.88M 0.01%
698,224
+83,595
425
$6.85M 0.01%
3,246,820
+447,300
15 16
17
18 19