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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.2M ﹤0.01%
8,910
+16
502
$2.2M ﹤0.01%
71,258
-6,295
503
$2.18M ﹤0.01%
75,311
+9,697
504
$2.13M ﹤0.01%
124,123
-9,013
505
$2.11M ﹤0.01%
57,587
506
$2.11M ﹤0.01%
78,667
-6,953
507
$2.09M ﹤0.01%
16,993
-46,221
508
$2.09M ﹤0.01%
60,747
-5,370
509
$2.05M ﹤0.01%
4,067
510
$2.03M ﹤0.01%
109,282
-9,672
511
$2.01M ﹤0.01%
111,532
+55,252
512
$2M ﹤0.01%
142,562
+983
513
$1.97M ﹤0.01%
23,567
-190
514
$1.97M ﹤0.01%
41,270
-5,308
515
$1.96M ﹤0.01%
134,008
-841,923
516
$1.95M ﹤0.01%
110,950
-9,663
517
$1.95M ﹤0.01%
51,892
-5,606
518
$1.93M ﹤0.01%
57,549
+15,033
519
$1.92M ﹤0.01%
212,578
-18,824
520
$1.92M ﹤0.01%
+29,917
521
$1.91M ﹤0.01%
35,380
-4,288
522
$1.88M ﹤0.01%
148,568
-95,985
523
$1.86M ﹤0.01%
17,488
+1,249
524
$1.85M ﹤0.01%
10,321
-656
525
$1.85M ﹤0.01%
65,422
-460
19 20
21
22 23