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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9.71M 0.01%
633,120
-65,450
402
$9.52M 0.01%
+171,010
403
$9.42M 0.01%
2,190,636
+361,017
404
$9.4M 0.01%
134,152
+372
405
$9.3M 0.01%
172,336
+3,690
406
$9.26M 0.01%
561,030
+182,130
407
$9.26M 0.01%
357,415
+5,272
408
$9.24M 0.01%
+578,731
409
$9.22M 0.01%
1,000,000
410
$9.18M 0.01%
214,254
+4,543
411
$9.09M 0.01%
109,433
-2,049,239
412
$9.06M 0.01%
1,383,150
+357,910
413
$8.93M 0.01%
299,724
-34,487
414
$8.92M 0.01%
848,552
+185,100
415
$8.87M 0.01%
493,900
+121,430
416
$8.86M 0.01%
649,052
-28,040
417
$8.71M 0.01%
148,360
-16,830
418
$8.61M 0.01%
231,061
+22,760
419
$8.61M 0.01%
127,125
-14,150
420
$8.41M 0.01%
241,034
+130,552
421
$8.36M 0.01%
308,568
-6,926
422
$8.3M 0.01%
528,650
-448,990
423
$8.29M 0.01%
192,200
+6,090
424
$8.1M 0.01%
298,832
+6,392
425
$7.82M 0.01%
171,020
-113,937
15 16
17
18 19