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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4.92M 0.01%
78,676
+25,287
502
$4.89M 0.01%
121,943
503
$4.82M 0.01%
78,659
-331,489
504
$4.81M 0.01%
175,917
-140,626
505
$4.76M 0.01%
90,834
506
$4.74M 0.01%
670,869
+143,570
507
$4.7M 0.01%
102,225
508
$4.68M 0.01%
32,375
-691
509
$4.68M 0.01%
231,477
+52,699
510
$4.63M 0.01%
109,931
-25,137
511
$4.61M 0.01%
281,369
+11,713
512
$4.61M 0.01%
1,032,020
-2,100,880
513
$4.61M 0.01%
50,484
514
$4.53M 0.01%
409,121
+122,479
515
$4.53M 0.01%
81,650
516
$4.52M 0.01%
126,860
-58,910
517
$4.49M 0.01%
207,118
518
$4.49M 0.01%
309,290
-53,860
519
$4.49M 0.01%
216,943
+55,868
520
$4.47M 0.01%
180,790
+3,808
521
$4.44M 0.01%
98,054
522
$4.43M 0.01%
93,691
523
$4.41M 0.01%
37,176
524
$4.38M 0.01%
38,235
+13,059
525
$4.38M 0.01%
149,569
+3,179
19 20
21
22 23