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
$73.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$903M
2
+$369M
3
+$341M
4
UHS icon
Universal Health Services
UHS
+$294M
5
TTE icon
TotalEnergies
TTE
+$289M

Top Sells

1
+$1.05B
2
+$400M
3
+$391M
4
BA icon
Boeing
BA
+$349M
5
SLG icon
SL Green Realty
SLG
+$327M

Sector Composition

1 Financials 26.75%
2 Healthcare 13.56%
3 Industrials 13.48%
4 Technology 10.06%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.94M ﹤0.01%
138,291
-1,982
502
$1.93M ﹤0.01%
38,645
-16,855
503
$1.92M ﹤0.01%
69,038
-20,849
504
$1.9M ﹤0.01%
568,091
-773,452
505
$1.9M ﹤0.01%
+81,831
506
$1.86M ﹤0.01%
244,661
-79,420
507
$1.85M ﹤0.01%
613,972
-1,238,294
508
$1.85M ﹤0.01%
21,029
-9,056
509
$1.84M ﹤0.01%
284,063
+84,584
510
$1.84M ﹤0.01%
82,914
-4,099
511
$1.83M ﹤0.01%
105,656
-19,883
512
$1.83M ﹤0.01%
24,269
-263
513
$1.81M ﹤0.01%
22,105
-314
514
$1.81M ﹤0.01%
34,674
-8,915
515
$1.8M ﹤0.01%
52,373
-12,039
516
$1.8M ﹤0.01%
131,991
+7,240
517
$1.8M ﹤0.01%
294,867
-1,521,066
518
$1.78M ﹤0.01%
44,292
-54,282
519
$1.77M ﹤0.01%
76,208
-976
520
$1.77M ﹤0.01%
90,526
-1,222
521
$1.77M ﹤0.01%
87,477
-949
522
$1.72M ﹤0.01%
313,884
-3,514
523
$1.7M ﹤0.01%
204,615
-235,088
524
$1.69M ﹤0.01%
47,097
-149,563
525
$1.65M ﹤0.01%
223,251
-112,560
19 20
21
22 23