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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9.47M 0.01%
283,980
+242,794
402
$9.38M 0.01%
357,881
-122,166
403
$9.32M 0.01%
85,112
-18,608
404
$9.19M 0.01%
+140,819
405
$9.18M 0.01%
66,801
-22,758
406
$8.92M 0.01%
211,919
-71,860
407
$8.69M 0.01%
37,941
-13,411
408
$8.52M 0.01%
151,823
+20,991
409
$8.45M 0.01%
+86,184
410
$8.33M 0.01%
85,947
-24,923
411
$8.32M 0.01%
244,139
+215,065
412
$8.28M 0.01%
17,986
-2,716,626
413
$8.16M 0.01%
329,617
-70,804
414
– –
0
415
$7.82M 0.01%
671,683
+34,762
416
$7.79M 0.01%
256,640
-52,859
417
$7.66M 0.01%
365,807
+9,164
418
$7.54M 0.01%
45,203
-2,916
419
$7.47M 0.01%
1,236,356
+958,027
420
$6.94M 0.01%
+47,919
421
$6.86M 0.01%
34,501
-12,216
422
$6.78M 0.01%
11,283
-3,777
423
$6.63M 0.01%
581,924
-89,318
424
$6.59M 0.01%
341,344
-191,410
425
$6.55M 0.01%
113,978
-30,011
15 16
17
18 19