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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$626M 0.93%
16,047,513
+2,673,160
27
$622M 0.93%
12,140,402
+452,026
28
$620M 0.92%
5,561,113
-193,975
29
$616M 0.92%
10,928,231
+1,827,619
30
$589M 0.88%
7,647,699
+54,010
31
$586M 0.87%
31,108,491
-10,538,442
32
$560M 0.83%
8,993,700
-206,302
33
$532M 0.79%
4,872,829
-176,647
34
$532M 0.79%
7,303,958
-50,251
35
$529M 0.79%
8,142,099
-345,643
36
$525M 0.78%
4,858,469
-155,174
37
$513M 0.76%
13,388,518
+1,534,711
38
$490M 0.73%
41,294,564
-1,176,288
39
$449M 0.67%
6,801,086
+253,795
40
$442M 0.66%
4,598,111
+635,843
41
$431M 0.64%
9,591,110
+123,076
42
$431M 0.64%
7,974,334
-1,094,323
43
$422M 0.63%
7,215,366
+1,476,631
44
$417M 0.62%
4,246,579
+2,694,732
45
$416M 0.62%
28,592,052
+2,720,914
46
$410M 0.61%
31,916,333
+1,664,034
47
$409M 0.61%
6,010,326
+11,027
48
$404M 0.6%
8,964,621
-925,939
49
$390M 0.58%
26,247,050
+1,164,476
50
$385M 0.57%
31,811,039
-6,821,100
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