Boston Partners

Boston Partners Portfolio holdings

AUM $96.6B
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.3B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$896M
2
+$883M
3
+$777M
4
XOM icon
Exxon Mobil
XOM
+$768M
5
WFC icon
Wells Fargo
WFC
+$755M

Top Sells

No sells this quarter

Sector Composition

1 Financials 26.18%
2 Healthcare 16.59%
3 Technology 11.73%
4 Energy 10.67%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4.35M 0.01%
+202,365
502
$4.32M 0.01%
+233,690
503
$4.29M 0.01%
+68,974
504
$4.27M 0.01%
+267,741
505
$4.25M 0.01%
+770,774
506
$4.24M 0.01%
+63,350
507
$4.22M 0.01%
+18,672
508
$4.18M 0.01%
+57,380
509
$4.16M 0.01%
+124,863
510
$4.14M 0.01%
+256,254
511
$4.14M 0.01%
+321,800
512
$4.11M 0.01%
+543,265
513
$4.08M 0.01%
+235,175
514
$4.06M 0.01%
+42,112
515
$4.05M 0.01%
+149,572
516
$4.04M 0.01%
+137,770
517
$4.04M 0.01%
+890,442
518
$3.94M 0.01%
+128,000
519
$3.94M 0.01%
+284,826
520
$3.9M 0.01%
+263,780
521
$3.88M 0.01%
+4,103
522
$3.85M 0.01%
+61,811
523
$3.83M 0.01%
+125,280
524
$3.8M 0.01%
+68,214
525
$3.78M 0.01%
+57,666
19 20
21
22 23