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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6.52M 0.01%
89,734
-5,758
402
$6.45M 0.01%
290,640
-18,694
403
$6.32M 0.01%
246,234
-612,251
404
$6.28M 0.01%
92,710
-2,910
405
$6.25M 0.01%
196,660
-173,292
406
$6.21M 0.01%
27,669
-533
407
$6.09M 0.01%
68,866
+51,776
408
$6M 0.01%
44,396
+3,011
409
$5.91M 0.01%
42,085
-812
410
$5.68M 0.01%
316,675
-5,395
411
$5.64M 0.01%
96,161
-917
412
$5.62M 0.01%
290,859
+1,072
413
$5.51M 0.01%
388,044
-702,725
414
$5.36M 0.01%
38,132
-726
415
$5.36M 0.01%
387,485
-27,865
416
$5.28M 0.01%
97,564
-1,694
417
$5.21M 0.01%
888,443
-140,019
418
$5.18M 0.01%
345,952
-462,562
419
$5.18M 0.01%
167,027
-3,350
420
$5.17M 0.01%
241,396
-15,684
421
$5.09M 0.01%
172,517
-58,948
422
$5.06M 0.01%
124,684
-57,089
423
$5.04M 0.01%
498,286
+64,079
424
$5M 0.01%
+96,238
425
$4.99M 0.01%
120,426
-175,057
15 16
17
18 19