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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.97M ﹤0.01%
60,247
-452
427
$1.97M ﹤0.01%
78,458
-55,087
428
$1.94M ﹤0.01%
88,061
-22,852
429
$1.93M ﹤0.01%
385,114
-30,089
430
$1.89M ﹤0.01%
56,190
-551
431
$1.86M ﹤0.01%
68,885
-1,372
432
$1.86M ﹤0.01%
236,643
+96,859
433
$1.86M ﹤0.01%
35,169
-9,154
434
$1.83M ﹤0.01%
138,386
-11,449
435
$1.81M ﹤0.01%
28,660
-3,247
436
$1.81M ﹤0.01%
98,213
-8,284
437
$1.8M ﹤0.01%
165,451
-49,104
438
$1.74M ﹤0.01%
56,614
+19,773
439
$1.73M ﹤0.01%
110,819
+57,238
440
$1.72M ﹤0.01%
161,002
-13,650
441
$1.67M ﹤0.01%
15,106
-145
442
$1.66M ﹤0.01%
322,718
+49,342
443
$1.65M ﹤0.01%
31,290
+8,168
444
$1.65M ﹤0.01%
53,121
+40,942
445
$1.65M ﹤0.01%
215,910
-18,127
446
$1.64M ﹤0.01%
254,437
-12,335
447
$1.64M ﹤0.01%
25,118
-241
448
$1.62M ﹤0.01%
230,088
+58,825
449
$1.62M ﹤0.01%
38,089
-13,715
450
$1.6M ﹤0.01%
76,675
-6,345
16 17
18
19 20