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
$72.7B
AUM Growth
-$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$462M
2
+$443M
3
+$419M
4
HAL icon
Halliburton
HAL
+$387M
5
BMY icon
Bristol-Myers Squibb
BMY
+$297M

Top Sells

1
+$473M
2
+$407M
3
+$362M
4
ABBV icon
AbbVie
ABBV
+$337M
5
UNP icon
Union Pacific
UNP
+$299M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.9%
3 Technology 15.79%
4 Industrials 15.33%
5 Consumer Discretionary 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$600M 0.83%
9,950,274
+3,438,104
27
$591M 0.81%
4,650,988
-683,247
28
$582M 0.8%
1,623,762
-472,328
29
$578M 0.79%
15,620,889
+692,323
30
$570M 0.78%
10,039,885
-2,098,296
31
$568M 0.78%
3,313,797
-753,334
32
$560M 0.77%
1,708,777
-83,393
33
$552M 0.76%
1,800,656
-188,807
34
$551M 0.76%
5,577,851
+1,452,811
35
$548M 0.75%
19,135,080
-1,498,342
36
$547M 0.75%
2,670,473
-248,009
37
$541M 0.74%
2,782,578
+118,220
38
$529M 0.73%
7,125,972
-1,580,051
39
$527M 0.72%
198,840
+22,302
40
$525M 0.72%
3,612,563
+10,081
41
$518M 0.71%
8,170,407
-2,076,701
42
$493M 0.68%
6,985,080
+89,674
43
$489M 0.67%
1,241,646
+231,875
44
$488M 0.67%
8,009,001
-525,446
45
$483M 0.66%
1,532,145
+489,752
46
$473M 0.65%
8,374,818
-78,457
47
$473M 0.65%
3,863,426
+5,026
48
$470M 0.65%
2,952,153
-2,116,654
49
$468M 0.64%
9,500,985
+9,376,728
50
$462M 0.64%
11,543,122
-65,588
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