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Boston Partners

Boston Partners Portfolio holdings

AUM $95.5B
1-Year Est. Return 28.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.5B
AUM Growth
-$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
857
New
Increased
Reduced
Closed

Top Buys

1
+$836M
2
+$518M
3
+$461M
4
NVDA icon
NVIDIA
NVDA
+$307M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$281M

Top Sells

1
+$483M
2
+$451M
3
+$361M
4
AZN icon
AstraZeneca
AZN
+$346M
5
CG icon
Carlyle Group
CG
+$327M

Sector Composition

1 Financials 19.21%
2 Technology 16.01%
3 Industrials 14.55%
4 Healthcare 11.39%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAMG icon
526
Silvercrest Asset Management
SAMG
$89.2M
$3.26M ﹤0.01%
242,922
+10,612
FBND icon
527
Fidelity Total Bond ETF
FBND
$26.5B
$3.25M ﹤0.01%
70,879
+14,869
RNG icon
528
RingCentral
RNG
$3.12B
$3.19M ﹤0.01%
85,880
-17,907
BMY icon
529
Bristol-Myers Squibb
BMY
$117B
$3.14M ﹤0.01%
48,532
-5,890
AAMI
530
Acadian Asset Management
AAMI
$2.57B
$3.13M ﹤0.01%
57,533
+2,409
RSP icon
531
Invesco S&P 500 Equal Weight ETF
RSP
$92.7B
$3.12M ﹤0.01%
12,208
CMCO icon
532
Columbus McKinnon
CMCO
$417M
$3.1M ﹤0.01%
+213,118
CRM icon
533
Salesforce
CRM
$130B
$3.08M ﹤0.01%
16,490
+209
WGO icon
534
Winnebago Industries
WGO
$886M
$3.08M ﹤0.01%
99,248
+4,383
ASO icon
535
Academy Sports + Outdoors
ASO
$3.01B
$3.05M ﹤0.01%
54,117
-1,239,091
SUZ icon
536
Suzano
SUZ
$9.53B
$3.04M ﹤0.01%
+303,318
CART icon
537
Maplebear
CART
$11.2B
$3M ﹤0.01%
80,191
-217,988
MRX
538
Marex Group
MRX
$4.62B
$2.9M ﹤0.01%
65,110
+14,971
NMRK icon
539
Newmark Group
NMRK
$2.71B
$2.88M ﹤0.01%
192,418
-889,244
NDSN icon
540
Nordson
NDSN
$16.8B
$2.86M ﹤0.01%
10,759
-2,148
PRI icon
541
Primerica
PRI
$8.85B
$2.86M ﹤0.01%
11,415
+316
NXST icon
542
Nexstar Media Group
NXST
$5.01B
$2.79M ﹤0.01%
15,456
+6,422
HLMN icon
543
Hillman Solutions
HLMN
$1.66B
$2.77M ﹤0.01%
333,403
-26,710
SLDE
544
Slide Insurance Holdings
SLDE
$2.19B
$2.77M ﹤0.01%
+153,788
SCHZ icon
545
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$2.69M ﹤0.01%
115,772
+11,748
TKR icon
546
Timken Company
TKR
$9.81B
$2.66M ﹤0.01%
26,401
-2,105
DHT icon
547
DHT Holdings
DHT
$2.84B
$2.61M ﹤0.01%
142,937
-92,514
KIM icon
548
Kimco Realty
KIM
$17.5B
$2.61M ﹤0.01%
116,093
-416,069
HUBG icon
549
HUB Group
HUBG
$2.68B
$2.59M ﹤0.01%
71,800
+3,316
DFIV icon
550
Dimensional International Value ETF
DFIV
$19.5B
$2.56M ﹤0.01%
49,953
+9,763
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