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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7.87M 0.01%
138,698
-5,222
402
$7.84M 0.01%
146,466
-4,244
403
$7.83M 0.01%
646,560
-454,705
404
$7.79M 0.01%
189,502
+87,904
405
$7.75M 0.01%
82,288
+65,425
406
$7.68M 0.01%
+395,718
407
$7.67M 0.01%
772,428
+744,469
408
$7.48M 0.01%
295,350
+51,980
409
$7.42M 0.01%
+337,470
410
$7.34M 0.01%
285,743
-10,051
411
$7.32M 0.01%
184,357
+74,947
412
$7.31M 0.01%
+393,924
413
$7.31M 0.01%
188,525
-2,199
414
$6.95M 0.01%
33,152
-503
415
$6.77M 0.01%
36,054
-841
416
$6.73M 0.01%
+82,634
417
$6.68M 0.01%
2,600,799
+1,029,495
418
$6.65M 0.01%
+357,915
419
$6.62M 0.01%
121,999
+26,548
420
$6.49M 0.01%
61,193
+1,385
421
$6.47M 0.01%
421,483
+73,299
422
$6.36M 0.01%
+1,134,244
423
$6.17M 0.01%
18,114
-6,843
424
$6.12M 0.01%
492,772
+437,222
425
$6.07M 0.01%
+99,507
15 16
17
18 19