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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5.58M 0.01%
1,764,620
-772,910
502
$5.54M 0.01%
392,734
-30,851
503
$5.52M 0.01%
16,687
-513
504
$5.45M 0.01%
193,274
-16,030
505
$5.41M 0.01%
218,040
+56,660
506
$5.4M 0.01%
177,595
-14,770
507
$5.4M 0.01%
738,459
-142,502
508
$5.36M 0.01%
1,648,594
-55,303
509
$5.29M 0.01%
172,121
+50,000
510
$5.28M 0.01%
+168,030
511
$5.24M 0.01%
426,403
+36,840
512
$5.18M 0.01%
29,107
-14,736
513
$5.14M 0.01%
123,090
-9,518
514
$5.13M 0.01%
192,863
-16,240
515
$5.11M 0.01%
333,244
-26,120
516
$5.09M 0.01%
178,125
-7,100
517
$5.03M 0.01%
+219,026
518
$4.97M 0.01%
250,000
+50,000
519
$4.91M 0.01%
401,911
-114,632
520
$4.78M 0.01%
144,789
+2,133
521
$4.75M 0.01%
206,351
-10,180
522
$4.71M 0.01%
74,026
-106,593
523
$4.67M 0.01%
82,700
-1,114,272
524
$4.65M 0.01%
120,000
525
$4.62M 0.01%
216,328
-26,970
19 20
21
22 23