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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4.86M 0.01%
224,718
+24,836
477
$4.77M 0.01%
64,731
+3,285
478
$4.77M 0.01%
41,661
+14,218
479
$4.75M 0.01%
39,616
480
$4.69M 0.01%
189,631
-599,233
481
$4.67M 0.01%
172,852
-3,274
482
$4.62M 0.01%
149,307
+31,082
483
$4.59M 0.01%
138,712
-153,950
484
$4.55M 0.01%
+117,294
485
$4.54M 0.01%
+521,270
486
$4.53M 0.01%
1,000,000
-400,000
487
$4.52M 0.01%
53,620
488
$4.45M 0.01%
+648,800
489
$4.44M 0.01%
38,500
-1,300
490
$4.4M 0.01%
405,977
-58,573
491
$4.39M 0.01%
269,520
-148,990
492
$4.37M 0.01%
83,246
+17,215
493
$4.28M 0.01%
264,810
-228,590
494
$4.27M 0.01%
182,301
+126,020
495
$4.22M 0.01%
+96,280
496
$4.2M 0.01%
64,059
497
$4.1M 0.01%
88,311
498
$4.07M 0.01%
216,990
+26,780
499
$4.06M 0.01%
85,129
500
$4.04M 0.01%
51,477
18 19
20
21 22