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
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$182M
4
AVGO icon
Broadcom
AVGO
+$178M
5
WDC icon
Western Digital
WDC
+$163M

Top Sells

1
+$255M
2
+$228M
3
+$149M
4
PARA
Paramount Global Class B
PARA
+$148M
5
MCK icon
McKesson
MCK
+$140M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.11%
4 Industrials 10.61%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$417M 0.85%
4,023,116
+195,786
27
$413M 0.85%
7,740,344
+944,538
28
$413M 0.85%
12,342,999
+4,376,578
29
$389M 0.8%
35,290,945
+11,562,700
30
$382M 0.78%
5,708,047
+534,096
31
$373M 0.77%
4,269,304
-649,993
32
$372M 0.76%
30,304,772
-10,042,945
33
$372M 0.76%
5,064,164
-1,356,882
34
$367M 0.75%
6,663,210
+947,836
35
$367M 0.75%
4,930,930
-868,859
36
$360M 0.74%
5,676,611
+2,578,011
37
$343M 0.7%
23,658,158
+9,407,590
38
$329M 0.67%
9,639,976
+2,476,330
39
$328M 0.67%
7,363,855
+1,225,263
40
$324M 0.66%
4,541,016
-795,423
41
$319M 0.65%
3,517,029
+238,480
42
$318M 0.65%
4,674,354
+201,156
43
$313M 0.64%
6,503,231
+59,585
44
$307M 0.63%
37,309,316
+3,295,580
45
$303M 0.62%
11,640,856
+1,291,539
46
$300M 0.62%
33,847,420
+11,170,812
47
$299M 0.61%
5,350,372
+754,246
48
$298M 0.61%
2,005,131
+777,360
49
$296M 0.61%
3,528,724
+633,096
50
$294M 0.6%
5,381,531
+1,684,103
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