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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$645M 0.78%
6,179,422
+703,580
27
$642M 0.78%
+8,951,766
28
$641M 0.77%
8,953,009
+523,107
29
$637M 0.77%
4,263,417
+305,143
30
$633M 0.77%
17,458,846
-3,851,734
31
$633M 0.77%
47,526,913
+12,705,061
32
$620M 0.75%
4,752,391
+35,635
33
$619M 0.75%
6,912,055
+3,809,450
34
$618M 0.75%
3,621,894
-1,187,741
35
$610M 0.74%
2,891,877
-102,757
36
$607M 0.73%
25,346,453
+1,750,490
37
$597M 0.72%
6,856,647
-212,045
38
$564M 0.68%
4,344,360
-1,116,384
39
$554M 0.67%
1,144,376
-219,808
40
$542M 0.66%
993,706
+610
41
$525M 0.64%
1,957,784
+33,885
42
$520M 0.63%
1,724,115
-39,080
43
$517M 0.63%
9,407,311
-1,081,671
44
$517M 0.63%
276,672
-5,148
45
$517M 0.63%
10,726,413
+2,795,650
46
$516M 0.62%
4,295,924
+498,212
47
$513M 0.62%
2,482,654
+2,134,893
48
$512M 0.62%
7,081,509
-402,183
49
$506M 0.61%
2,106,207
+92,825
50
$478M 0.58%
12,253,068
-1,882,362
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