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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$464M 0.84%
1,487,996
-92,885
27
$462M 0.84%
4,765,386
-173,464
28
$455M 0.83%
7,620,798
-328,314
29
$454M 0.83%
2,046,590
+362,615
30
$446M 0.81%
13,587,958
+5,142,130
31
$440M 0.8%
2,227,747
+68,858
32
$433M 0.79%
20,331,639
+2,564,112
33
$433M 0.79%
4,359,094
-66,254
34
$429M 0.78%
4,533,354
-259,019
35
$428M 0.78%
12,912,890
+112,350
36
$427M 0.78%
19,005,381
+1,569,620
37
$426M 0.78%
3,723,283
+756,538
38
$403M 0.73%
3,046,984
-280,146
39
$399M 0.73%
5,040,447
-518,992
40
$397M 0.72%
21,052,758
+2,194,187
41
$387M 0.7%
7,609,632
-219,667
42
$375M 0.68%
3,838,230
-208,928
43
$371M 0.68%
1,757,802
-213,027
44
$357M 0.65%
8,270,213
-394,388
45
$354M 0.64%
2,370,415
+611,594
46
$353M 0.64%
9,106,500
+3,623,772
47
$351M 0.64%
3,591,668
-105,519
48
$342M 0.62%
5,745,270
-275,116
49
$341M 0.62%
17,640,054
+2,705,229
50
$341M 0.62%
10,059,479
+2,262,346
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