Boston Partners

Boston Partners Portfolio holdings

AUM $90B
1-Year Est. Return 22.46%
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$651M 0.83%
6,062,356
-885,482
27
$644M 0.82%
3,895,863
+2,063,562
28
$628M 0.8%
5,098,592
+166,433
29
$626M 0.8%
16,659,589
+2,819,347
30
$619M 0.79%
4,831,084
-79,996
31
$613M 0.78%
6,276,975
-407,380
32
$604M 0.77%
8,556,768
+252,168
33
$592M 0.76%
6,834,076
-197,666
34
$591M 0.75%
2,570,865
-327,228
35
$549M 0.7%
8,967,830
+393,869
36
$536M 0.68%
7,227,300
+5,354,998
37
$531M 0.68%
10,654,291
+1,058,056
38
$531M 0.68%
21,593,423
+688,696
39
$528M 0.67%
3,604,693
+108,880
40
$514M 0.66%
6,384,306
-145,713
41
$509M 0.65%
14,641,570
+2,997,302
42
$498M 0.64%
3,267,726
-893,726
43
$493M 0.63%
3,714,012
+329,259
44
$471M 0.6%
9,049,420
-1,264,703
45
$470M 0.6%
2,512,147
-64,337
46
$467M 0.6%
8,578,703
-294,194
47
$463M 0.59%
6,812,176
+276,662
48
$458M 0.59%
34,218,873
+7,804,639
49
$455M 0.58%
7,464,464
+661,397
50
$448M 0.57%
9,564,880
+1,358,289
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