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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.92M ﹤0.01%
298,455
+5,960
502
$1.92M ﹤0.01%
3,691
+78
503
$1.9M ﹤0.01%
+101,522
504
$1.88M ﹤0.01%
44,411
+12,102
505
$1.82M ﹤0.01%
133,810
+6,653
506
$1.8M ﹤0.01%
105,801
-3,737
507
$1.76M ﹤0.01%
15,116
+1,471
508
$1.73M ﹤0.01%
69,672
+18,271
509
$1.72M ﹤0.01%
+36,893
510
$1.69M ﹤0.01%
+54,600
511
$1.66M ﹤0.01%
+28,756
512
$1.66M ﹤0.01%
310,896
-1,006,652
513
$1.65M ﹤0.01%
37,993
+9,296
514
$1.64M ﹤0.01%
587,070
-13,147
515
$1.59M ﹤0.01%
9,215
-41,716
516
$1.59M ﹤0.01%
102,270
+3,146
517
$1.59M ﹤0.01%
71,731
+13,842
518
$1.58M ﹤0.01%
+158,448
519
$1.56M ﹤0.01%
191,302
-60,198
520
$1.55M ﹤0.01%
322,497
-7,645
521
$1.49M ﹤0.01%
54,702
+11,380
522
$1.49M ﹤0.01%
+35,737
523
$1.48M ﹤0.01%
191,040
+5,807
524
$1.46M ﹤0.01%
20,516
+7,929
525
$1.45M ﹤0.01%
42,921
-294,314
19 20
21
22 23