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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.15M ﹤0.01%
28,364
-1,785
502
$1.14M ﹤0.01%
42,903
-8,068
503
$1.14M ﹤0.01%
14,052
+1,621
504
$1.13M ﹤0.01%
16,948
+3,409
505
$1.12M ﹤0.01%
+111,022
506
$1.12M ﹤0.01%
17,189
-6,838
507
$1.12M ﹤0.01%
91,572
-1,214,250
508
$1.1M ﹤0.01%
459,507
+105,780
509
$1.1M ﹤0.01%
147,711
-37,782
510
$1.1M ﹤0.01%
43,144
511
$1.09M ﹤0.01%
40,449
-160
512
$1.09M ﹤0.01%
84,386
-140
513
$1.08M ﹤0.01%
144,818
+10,316
514
$1.07M ﹤0.01%
+129,528
515
$1.07M ﹤0.01%
47,779
-458
516
$1.07M ﹤0.01%
120,673
-469,205
517
$1.06M ﹤0.01%
31,123
-70
518
$1.06M ﹤0.01%
60,854
-5,146
519
$1.06M ﹤0.01%
40,741
-21,149
520
$1.05M ﹤0.01%
16,058
-154
521
$1.05M ﹤0.01%
+88,907
522
$1.03M ﹤0.01%
20,132
-2,843
523
$1.03M ﹤0.01%
80,312
-53,690
524
$1.02M ﹤0.01%
198,138
-212,740
525
$1.02M ﹤0.01%
115,676
+13,800
19 20
21
22 23