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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6.01M 0.01%
175,903
+9,853
427
$5.74M 0.01%
1,548,152
+1,333,772
428
$5.64M 0.01%
68,537
-2,386
429
$5.57M 0.01%
228,908
-8,005
430
$5.42M 0.01%
453,078
+87,852
431
$5.4M 0.01%
206,284
+22,776
432
$5.35M 0.01%
30,892
-1,013
433
$5.35M 0.01%
+110,794
434
$5.33M 0.01%
10,010
-4,955
435
$5.27M 0.01%
31,468
-4,923
436
$5.18M 0.01%
72,592
-2,372
437
$5.17M 0.01%
58,872
-20,970
438
$4.77M 0.01%
769,908
-1,631,903
439
$4.68M 0.01%
30,976
-24,364
440
$4.67M 0.01%
60,532
-109,855
441
$4.62M 0.01%
41,483
-11,876
442
$4.51M 0.01%
130,833
+26,886
443
$4.27M 0.01%
71,568
+58,735
444
$4.22M 0.01%
218,436
-2,895
445
$3.93M ﹤0.01%
200,726
+34,325
446
$3.84M ﹤0.01%
18,833
-733
447
$3.69M ﹤0.01%
129,893
+40,211
448
$3.6M ﹤0.01%
274,722
-107,857
449
$3.6M ﹤0.01%
29,516
+888
450
$3.58M ﹤0.01%
18,831
-9,417
16 17
18
19 20