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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7.61M 0.01%
119,600
+55,200
452
$7.46M 0.01%
225,735
-157,040
453
$7.38M 0.01%
552,602
-38,030
454
$7.37M 0.01%
150,705
+15,470
455
$7.34M 0.01%
215,871
+50,600
456
$7.32M 0.01%
160,906
-4,582
457
$7.3M 0.01%
290,545
+3,334
458
$7.23M 0.01%
194,992
+45,710
459
$7.23M 0.01%
398,565
-33,530
460
$7.21M 0.01%
610,110
+297,450
461
$7.2M 0.01%
648,428
-50,742
462
$7.19M 0.01%
526,233
-41,243
463
$7.13M 0.01%
144,000
+6,800
464
$7.11M 0.01%
111,800
+58,300
465
$6.99M 0.01%
92,900
+4,300
466
$6.96M 0.01%
275,919
+4,440
467
$6.92M 0.01%
+150,800
468
$6.91M 0.01%
+226,801
469
$6.88M 0.01%
135,375
+6,279
470
$6.88M 0.01%
474,908
-8,170
471
$6.82M 0.01%
930,155
+280,678
472
$6.78M 0.01%
234,216
+84,159
473
$6.77M 0.01%
163,300
-1,054,148
474
$6.48M 0.01%
447,724
-38,135
475
$6.44M 0.01%
241,664
-18,674
17 18
19
20 21