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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6.55M 0.01%
83,506
-28,960
427
$6.36M 0.01%
123,468
-12,778
428
$6.26M 0.01%
190,550
-3,795
429
$6.08M 0.01%
395,342
+230,528
430
$6.07M 0.01%
68,504
-23,527
431
$5.92M 0.01%
79,168
-6,274
432
$5.75M 0.01%
+53,769
433
$5.74M 0.01%
92,907
-11,624
434
$5.66M 0.01%
32,301
-2,842
435
$5.48M 0.01%
30,467
+6,735
436
$5.34M 0.01%
30,931
-249
437
$5.34M 0.01%
+633,615
438
$5.19M 0.01%
29,993
-3,638
439
$5.15M 0.01%
+176,827
440
$5.09M 0.01%
50,803
-16,791
441
$5.04M 0.01%
449,538
-425,763
442
$4.88M 0.01%
299,962
-26,514
443
$4.71M 0.01%
247,625
+191,588
444
$4.68M 0.01%
+229,322
445
$4.57M 0.01%
129,244
-17,481
446
$4.56M 0.01%
127,209
-152,843
447
$4.45M 0.01%
187,785
-124,987
448
$4.37M 0.01%
16,545
+2,076
449
$4.27M 0.01%
242,267
-779,528
450
$4.26M 0.01%
37,039
+1,572
16 17
18
19 20