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
426
$4.97M 0.01%
24,288
-2,393
427
$4.74M 0.01%
74,352
-4,706
428
$4.6M 0.01%
636,167
-15,310
429
$4.55M 0.01%
+124,569
430
$4.23M 0.01%
244,006
-15,898
431
$4.2M 0.01%
45,131
+14,004
432
$4.19M 0.01%
213,747
-13,673
433
$4.18M 0.01%
84,556
-53,292
434
$4.14M 0.01%
1,204,487
+18,329
435
$4.08M 0.01%
138,260
-9,354
436
$4.05M 0.01%
241,147
+22,562
437
$3.97M 0.01%
+439,703
438
$3.94M 0.01%
59,436
-3,717
439
$3.92M 0.01%
9,929
-3,519
440
$3.92M 0.01%
228,484
-13,704
441
$3.9M 0.01%
98,574
-1,708
442
$3.9M 0.01%
98,934
-559,986
443
$3.87M 0.01%
132,985
-8,614
444
$3.85M 0.01%
353,259
-23,011
445
$3.57M ﹤0.01%
336,740
-21,468
446
$3.57M ﹤0.01%
90,971
-1,482
447
$3.57M ﹤0.01%
134,217
-8,666
448
$3.56M ﹤0.01%
16,984
-3,078
449
$3.5M ﹤0.01%
196,552
-12,762
450
$3.46M ﹤0.01%
121,033
-1,135
16 17
18
19 20