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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6.58M 0.01%
103,497
-7,743
452
$6.53M 0.01%
103,017
-10,638
453
$6.49M 0.01%
141,139
-10,787
454
$6.46M 0.01%
165,724
+33,862
455
$6.45M 0.01%
239,853
-6,849
456
$6.41M 0.01%
368,734
-36,552
457
$6.36M 0.01%
530,400
+76,890
458
$6.32M 0.01%
375,690
-42,050
459
$6.32M 0.01%
104,618
+25,000
460
$6.24M 0.01%
96,184
+2,028
461
$6.24M 0.01%
388,790
-38,260
462
$6.17M 0.01%
1,789,973
-194,880
463
$6.15M 0.01%
1,541,665
-96,990
464
$6.12M 0.01%
250,910
+133,670
465
$6.09M 0.01%
1,338,847
+231,680
466
$6.07M 0.01%
+421,561
467
$6.06M 0.01%
170,000
+17,662
468
$6.05M 0.01%
365,273
469
$6.02M 0.01%
206,224
-1,052,605
470
$6M 0.01%
168,713
-16,432
471
$5.97M 0.01%
446,897
472
$5.91M 0.01%
140,325
-16,716
473
$5.86M 0.01%
190,522
+50,212
474
$5.8M 0.01%
+314,011
475
$5.65M 0.01%
426,440
+33,510
17 18
19
20 21