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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.4M ﹤0.01%
103,097
-1,061
452
$3.37M ﹤0.01%
20,052
-4,048
453
$3.34M ﹤0.01%
+86,608
454
$3.33M ﹤0.01%
860,091
+355,855
455
$3.3M ﹤0.01%
100,206
+1,266
456
$3.24M ﹤0.01%
170,503
-20,376
457
$3.22M ﹤0.01%
123,689
-17,422
458
$3.22M ﹤0.01%
22,624
459
$3.16M ﹤0.01%
125,504
-308,988
460
$3.16M ﹤0.01%
49,908
-21,779
461
$3.16M ﹤0.01%
247,510
462
$3.1M ﹤0.01%
26,453
-318,720
463
$3.05M ﹤0.01%
1,871,579
+575,631
464
$3.04M ﹤0.01%
78,975
+19,163
465
$3.03M ﹤0.01%
93,265
-1,571
466
$3M ﹤0.01%
217,473
-14,096
467
$2.97M ﹤0.01%
82,693
-12,852
468
$2.94M ﹤0.01%
+103,412
469
$2.94M ﹤0.01%
137,636
-19,185
470
$2.93M ﹤0.01%
83,765
-5,806
471
$2.92M ﹤0.01%
76,495
+4,013
472
$2.92M ﹤0.01%
148,079
-1,288
473
$2.88M ﹤0.01%
45,353
-1,087,102
474
$2.77M ﹤0.01%
173,272
-12,079
475
$2.76M ﹤0.01%
689,147
+116,656
17 18
19
20 21