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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.56M ﹤0.01%
362,035
-3,469
452
$1.56M ﹤0.01%
524,575
-15,029
453
$1.55M ﹤0.01%
37,671
-3,147
454
$1.55M ﹤0.01%
+120,316
455
$1.54M ﹤0.01%
6,086
-1,527
456
$1.53M ﹤0.01%
66,653
-3,231
457
$1.53M ﹤0.01%
131,135
+17,452
458
$1.5M ﹤0.01%
124,943
+23,825
459
$1.49M ﹤0.01%
82,924
+42,727
460
$1.49M ﹤0.01%
86,311
-827
461
$1.48M ﹤0.01%
286,883
-24,197
462
$1.46M ﹤0.01%
34,047
-326
463
$1.43M ﹤0.01%
44,843
-290
464
$1.4M ﹤0.01%
147,439
-165,034
465
$1.4M ﹤0.01%
89,489
+78,662
466
$1.39M ﹤0.01%
43,380
-84
467
$1.39M ﹤0.01%
61,084
-404
468
$1.35M ﹤0.01%
85,809
+8,096
469
$1.35M ﹤0.01%
23,880
-229
470
$1.34M ﹤0.01%
108,867
-11,737
471
$1.34M ﹤0.01%
376,174
+33,359
472
$1.34M ﹤0.01%
+5,315
473
$1.33M ﹤0.01%
22,657
-713,291
474
$1.33M ﹤0.01%
57,303
475
$1.32M ﹤0.01%
195,665
-16,192
17 18
19
20 21