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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.58M ﹤0.01%
121,337
-2,984
452
$3.5M ﹤0.01%
71,275
-191,609
453
$3.47M ﹤0.01%
17,384
-49,089
454
$3.45M ﹤0.01%
12,197
+6,854
455
$3.45M ﹤0.01%
+40,563
456
$3.41M ﹤0.01%
37,341
+9,933
457
$3.41M ﹤0.01%
116,364
+61,683
458
$3.36M ﹤0.01%
584,107
-896,829
459
$3.35M ﹤0.01%
82,652
-628
460
$3.33M ﹤0.01%
203,459
-4,613
461
$3.24M ﹤0.01%
190,670
-6,712
462
$3.1M ﹤0.01%
134,703
-4,731
463
$3M ﹤0.01%
22,677
+5,216
464
$2.96M ﹤0.01%
20,705
+6,377
465
$2.96M ﹤0.01%
+20,126
466
$2.95M ﹤0.01%
56,126
+18,464
467
$2.93M ﹤0.01%
116,089
+98,040
468
$2.9M ﹤0.01%
18,582
+1,292
469
$2.87M ﹤0.01%
134,932
+86,070
470
$2.85M ﹤0.01%
38,073
-1,335
471
$2.85M ﹤0.01%
107,179
-2,437
472
$2.82M ﹤0.01%
288,574
-7,293
473
$2.76M ﹤0.01%
12,491
+6,020
474
$2.75M ﹤0.01%
63,620
+9,071
475
$2.73M ﹤0.01%
+496,873
17 18
19
20 21