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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8.82M 0.01%
128,012
-4,349
427
$8.81M 0.01%
212,515
-13,000
428
$8.81M 0.01%
539,700
+53,050
429
$8.77M 0.01%
184,617
-17,887
430
$8.65M 0.01%
453,090
+155,470
431
$8.6M 0.01%
85,500
+500
432
$8.51M 0.01%
233,583
-6,117
433
$8.44M 0.01%
60,000
+5,000
434
$8.39M 0.01%
132,700
-100
435
$8.36M 0.01%
+365,310
436
$8.22M 0.01%
270,613
-115,561
437
$8.18M 0.01%
920,228
+232,518
438
$8.16M 0.01%
1,603,710
-76,202
439
$8.15M 0.01%
220,780
+48,840
440
$8.09M 0.01%
121,989
-4,272
441
$8M 0.01%
76,283
-5,396
442
$7.97M 0.01%
+392,428
443
$7.92M 0.01%
1,300,000
+127,178
444
$7.89M 0.01%
202,884
-198,581
445
$7.87M 0.01%
57,663
+2,605
446
$7.86M 0.01%
323,490
+36,760
447
$7.77M 0.01%
75,300
-81,385
448
$7.77M 0.01%
842,700
+74,910
449
$7.76M 0.01%
199,424
-13,694
450
$7.71M 0.01%
1,248,007
+515,353
16 17
18
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