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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$591M 0.87%
10,728,773
+2,946,742
27
$586M 0.86%
7,155,786
+194,527
28
$575M 0.85%
4,689,511
-1,802,987
29
$556M 0.82%
7,142,456
+122,026
30
$546M 0.8%
22,864,956
+4,084,509
31
$530M 0.78%
6,367,690
+1,018,445
32
$528M 0.78%
6,835,155
+392,832
33
$512M 0.75%
16,779,850
+610,480
34
$506M 0.74%
15,198,664
-1,684,500
35
$471M 0.69%
3,433,778
+108,814
36
$450M 0.66%
35,040,882
-2,506,089
37
$450M 0.66%
9,073,577
-3,132,361
38
$450M 0.66%
4,032,320
+3,472,612
39
$443M 0.65%
13,590,495
-6,017,566
40
$438M 0.65%
11,905,858
+79,701
41
$428M 0.63%
3,852,472
-258,108
42
$421M 0.62%
3,204,742
-86,659
43
$417M 0.61%
6,065,198
-2,775,900
44
$414M 0.61%
5,036,505
-2,916,765
45
$411M 0.6%
21,932,918
-3,068,862
46
$397M 0.58%
14,573,200
+9,340,364
47
$393M 0.58%
5,417,879
+682,783
48
$392M 0.58%
3,817,411
+1,476,599
49
$386M 0.57%
32,703,929
-8,271,874
50
$384M 0.57%
6,351,123
+496,797
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