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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5.55M 0.01%
201,902
+42,125
452
$5.55M 0.01%
124,161
453
$5.42M 0.01%
12,658
-9,440
454
$5.41M 0.01%
640,258
+117,828
455
$5.4M 0.01%
83,754
-111,485
456
$5.39M 0.01%
+91,500
457
$5.26M 0.01%
1,490,570
+62,632
458
$5.26M 0.01%
259,100
+20,565
459
$5.25M 0.01%
59,329
+14,403
460
$5.24M 0.01%
+82,000
461
$5.22M 0.01%
134,728
+27,489
462
$5.22M 0.01%
133,080
+33,740
463
$5.19M 0.01%
30,200
+26,457
464
$5.17M 0.01%
233,662
+35,843
465
$5.16M 0.01%
+159,400
466
$5.11M 0.01%
93,736
+21,322
467
$5.1M 0.01%
329,737
-48,953
468
$5.07M 0.01%
+717,395
469
$5.05M 0.01%
52,444
+18,451
470
$4.99M 0.01%
+60,700
471
$4.99M 0.01%
391,050
+323,280
472
$4.95M 0.01%
220,271
+45,728
473
$4.91M 0.01%
143,390
-36,020
474
$4.9M 0.01%
6,151
-772
475
$4.87M 0.01%
618,139
-354,080
17 18
19
20 21