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
426
$7.8M 0.01%
261,660
-38,690
427
$7.72M 0.01%
868,284
-150,840
428
$7.64M 0.01%
211,476
+77,176
429
$7.63M 0.01%
298,776
+6,206
430
$7.61M 0.01%
205,936
+1,612
431
$7.58M 0.01%
941,138
+51,050
432
$7.5M 0.01%
753,800
+234,994
433
$7.44M 0.01%
254,302
+5,471
434
$7.38M 0.01%
490,407
+14,470
435
$7.34M 0.01%
+569,343
436
$7.25M 0.01%
218,824
-91,668
437
$7.15M 0.01%
348,685
-39,450
438
$7.09M 0.01%
254,490
-35,710
439
$7.08M 0.01%
532,101
+7,585
440
$7.05M 0.01%
228,015
-19,695
441
$7.03M 0.01%
1,239,283
+509,072
442
$7M 0.01%
29,308
-13,400
443
$6.96M 0.01%
188,094
-399,822
444
$6.89M 0.01%
106,777
-7,754
445
$6.84M 0.01%
168,077
+2,600
446
$6.77M 0.01%
177,669
+28,206
447
$6.75M 0.01%
197,865
+125,584
448
$6.72M 0.01%
116,672
+2,472
449
$6.69M 0.01%
411,800
+225,340
450
$6.69M 0.01%
135,919
+56,910
16 17
18
19 20