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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.73M ﹤0.01%
220,391
-2,279
477
$2.73M ﹤0.01%
125,419
478
$2.73M ﹤0.01%
92,242
+67,594
479
$2.72M ﹤0.01%
43,589
-4,281
480
$2.7M ﹤0.01%
300,806
+120,599
481
$2.69M ﹤0.01%
161,110
+24,711
482
$2.69M ﹤0.01%
+27,586
483
$2.68M ﹤0.01%
55,500
-30,403
484
$2.67M ﹤0.01%
149,126
-2,377
485
$2.62M ﹤0.01%
230,361
-15,017
486
$2.61M ﹤0.01%
30,085
-2,902
487
$2.57M ﹤0.01%
36,866
-3,049
488
$2.56M ﹤0.01%
9,128
-886
489
$2.55M ﹤0.01%
74,197
-7,038
490
$2.54M ﹤0.01%
29,054
-2,699
491
$2.54M ﹤0.01%
236,879
-1,033,471
492
$2.53M ﹤0.01%
39,734
-7,743
493
$2.53M ﹤0.01%
203,258
+126,958
494
$2.53M ﹤0.01%
+56,556
495
$2.52M ﹤0.01%
120,942
-23,569
496
$2.5M ﹤0.01%
74,131
-1,133
497
$2.5M ﹤0.01%
1,341,543
-132,352
498
$2.48M ﹤0.01%
129,590
+27,971
499
$2.48M ﹤0.01%
99,700
500
$2.43M ﹤0.01%
37,689
-3,500
18 19
20
21 22