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
$54.4B
AUM Growth
+$4.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$324M
3
+$309M
4
NVS icon
Novartis
NVS
+$293M
5
SSNC icon
SS&C Technologies
SSNC
+$285M

Top Sells

1
+$583M
2
+$571M
3
+$542M
4
B
Barrick Mining
B
+$405M
5
CMCSA icon
Comcast
CMCSA
+$391M

Sector Composition

1 Financials 21.37%
2 Healthcare 16.65%
3 Industrials 14.47%
4 Technology 14.11%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$467M 0.86%
8,368,285
-848,736
27
$466M 0.86%
1,580,881
-208,562
28
$456M 0.84%
5,226,157
-383,721
29
$452M 0.83%
2,325,318
-208,248
30
$447M 0.82%
36,685,553
+7,335,752
31
$445M 0.82%
11,913,918
+45,194
32
$445M 0.82%
2,158,889
-18,199
33
$443M 0.81%
2,969,907
-198,213
34
$443M 0.81%
8,664,601
-1,645,220
35
$439M 0.81%
7,949,112
-1,496,747
36
$439M 0.81%
4,407,679
+123,479
37
$425M 0.78%
7,829,299
-779,807
38
$414M 0.76%
12,800,540
+276,790
39
$410M 0.75%
5,559,439
-1,182,503
40
$395M 0.73%
4,425,348
-572,656
41
$389M 0.71%
7,554,048
-75,346
42
$386M 0.71%
3,327,130
-203,574
43
$384M 0.71%
4,792,373
-1,918,174
44
$376M 0.69%
3,697,187
-17,765
45
$373M 0.69%
11,194,726
+2,087,420
46
$364M 0.67%
6,020,386
+5,361,914
47
$355M 0.65%
8,445,828
+903,626
48
$351M 0.65%
18,858,571
-1,725,496
49
$343M 0.63%
5,834,521
-1,234,111
50
$342M 0.63%
17,767,527
+2,208,936
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