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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$637M 0.84%
4,753,808
-1,482,779
27
$625M 0.82%
2,526,616
-50,872
28
$623M 0.82%
2,550,998
+1,572,711
29
$610M 0.8%
5,008,266
+2,490,256
30
$609M 0.8%
4,072,444
+2,326,784
31
$605M 0.79%
36,026,500
+24,269,114
32
$604M 0.79%
4,496,002
-267,161
33
$580M 0.76%
7,729,857
-126,451
34
$560M 0.73%
3,311,761
+338,049
35
$552M 0.72%
810,450
-34,235
36
$540M 0.71%
10,106,030
-2,478,842
37
$532M 0.7%
9,366,261
-4,364,620
38
$532M 0.7%
8,174,825
-1,486,501
39
$529M 0.69%
5,526,768
+241,616
40
$494M 0.65%
9,156,780
+2,036,589
41
$492M 0.65%
27,739,486
-841,199
42
$490M 0.64%
5,020,470
+3,324,672
43
$487M 0.64%
5,689,556
+5,665,163
44
$477M 0.63%
433,268
+260,171
45
$476M 0.62%
8,739,699
-1,525,348
46
$474M 0.62%
7,542,083
+1,300,707
47
$466M 0.61%
20,794,352
-1,350,489
48
$455M 0.6%
3,978,960
+2,171,847
49
$447M 0.59%
4,430,299
-469,850
50
$445M 0.58%
7,654,005
+60,275
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