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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4.01M 0.01%
179,944
502
$4M 0.01%
138,700
-20,500
503
$4M 0.01%
144,568
+76,118
504
$3.97M 0.01%
51,855
505
$3.96M 0.01%
45,188
+15,135
506
$3.96M 0.01%
152,830
+28,872
507
$3.94M 0.01%
+338,704
508
$3.92M 0.01%
379,523
+133,090
509
$3.88M 0.01%
242,459
+86,457
510
$3.88M 0.01%
62,088
511
$3.85M 0.01%
116,600
512
$3.78M 0.01%
258,905
+54,133
513
$3.76M 0.01%
316,430
+66,000
514
$3.75M 0.01%
134,892
+54
515
$3.75M 0.01%
389,469
-58,691
516
$3.75M 0.01%
+520,996
517
$3.74M 0.01%
54,082
-10,116
518
$3.73M 0.01%
+162,979
519
$3.73M 0.01%
131,749
+45,309
520
$3.71M 0.01%
244,408
+50,941
521
$3.67M 0.01%
590,860
+345,604
522
$3.55M 0.01%
+61,153
523
$3.53M 0.01%
+268,241
524
$3.52M 0.01%
109,319
-976,353
525
$3.45M 0.01%
2,815
19 20
21
22 23