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
476
$2.64M ﹤0.01%
67,392
-3,092,880
477
$2.59M ﹤0.01%
420,527
-14,553
478
$2.57M ﹤0.01%
73,668
-2,579
479
$2.55M ﹤0.01%
81,668
+12,754
480
$2.54M ﹤0.01%
61,443
+3,856
481
$2.51M ﹤0.01%
14,450
+445
482
$2.47M ﹤0.01%
+135,144
483
$2.4M ﹤0.01%
44,649
+1,374
484
$2.35M ﹤0.01%
+20,043
485
$2.19M ﹤0.01%
53,183
+1,291
486
$2.16M ﹤0.01%
180,779
-6,294
487
$2.15M ﹤0.01%
57,924
-2,036
488
$2.15M ﹤0.01%
511,616
-17,792
489
$2.13M ﹤0.01%
+30,306
490
$2.12M ﹤0.01%
+162,278
491
$2.07M ﹤0.01%
+11,582
492
$2.05M ﹤0.01%
254,519
+26,232
493
$2.01M ﹤0.01%
25,555
-5,769
494
$2M ﹤0.01%
53,177
+6,229
495
$1.98M ﹤0.01%
25,334
-6,179
496
$1.97M ﹤0.01%
591,040
-15,063
497
$1.96M ﹤0.01%
132,107
+63,024
498
$1.95M ﹤0.01%
125,368
-33,516
499
$1.94M ﹤0.01%
+51,272
500
$1.93M ﹤0.01%
202,008
-7,000
18 19
20
21 22