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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$656M 0.77%
2,284,684
-334,699
27
$648M 0.77%
6,179,511
-974,004
28
$647M 0.76%
3,961,051
-29,229
29
$633M 0.75%
7,150,565
+126,274
30
$632M 0.75%
2,189,754
+2,064
31
$620M 0.73%
1,791,292
+447,218
32
$617M 0.73%
4,228,366
+26,530
33
$610M 0.72%
10,268,537
+1,205,505
34
$608M 0.72%
5,122,884
+331,529
35
$604M 0.71%
1,923,018
+138,194
36
$598M 0.71%
5,751,317
+2,188,592
37
$596M 0.7%
1,724,035
+104,660
38
$593M 0.7%
14,123,973
+1,613,018
39
$583M 0.69%
7,401,574
-780,779
40
$572M 0.68%
2,109,771
-15,564
41
$570M 0.67%
13,311,627
-429,432
42
$569M 0.67%
1,147,629
-202,828
43
$562M 0.66%
2,903,107
+462,722
44
$553M 0.65%
3,049,018
+912,209
45
$546M 0.64%
673,993
+10,326
46
$543M 0.64%
6,722,384
-2,710,494
47
$538M 0.63%
1,372,651
+143,973
48
$536M 0.63%
9,438,574
-2,443,958
49
$536M 0.63%
4,119,067
-620,410
50
$517M 0.61%
3,253,354
+987,083
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