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
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$182M
4
AVGO icon
Broadcom
AVGO
+$178M
5
WDC icon
Western Digital
WDC
+$163M

Top Sells

1
+$255M
2
+$228M
3
+$149M
4
PARA
Paramount Global Class B
PARA
+$148M
5
MCK icon
McKesson
MCK
+$140M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.11%
4 Industrials 10.61%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5.24M 0.01%
611,815
+104,400
502
$5.24M 0.01%
36,410
-14,445
503
$5.21M 0.01%
120,215
-42,140
504
$5.14M 0.01%
256,592
+44,884
505
$5.13M 0.01%
238,661
-55,771
506
$5.08M 0.01%
+291,337
507
$5.07M 0.01%
172,156
+78,104
508
$5.06M 0.01%
+280,923
509
$5.04M 0.01%
125,692
510
$5.01M 0.01%
+1,503,419
511
$5M 0.01%
225,162
-2,145
512
$4.97M 0.01%
+300,121
513
$4.95M 0.01%
68,974
514
$4.95M 0.01%
4,103
515
$4.93M 0.01%
638,918
-262,069
516
$4.92M 0.01%
493,230
-32,324
517
$4.9M 0.01%
275,661
-131,079
518
$4.84M 0.01%
154,512
-46,731
519
$4.83M 0.01%
194,145
+7,210
520
$4.82M 0.01%
197,729
-1,869
521
$4.78M 0.01%
187,719
-2,493
522
$4.74M 0.01%
291,095
+46,960
523
$4.58M 0.01%
221,407
-910
524
$4.58M 0.01%
155,580
525
$4.54M 0.01%
42,112
19 20
21
22 23