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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4.6M 0.01%
93,032
-74,064
527
$4.57M 0.01%
40,611
-3,053
528
$4.48M 0.01%
43,811
-3,436
529
$4.44M 0.01%
+157,496
530
$4.34M 0.01%
197,333
-3,546
531
$4.32M 0.01%
+105,372
532
$4.26M 0.01%
63,655
-39,213
533
$4.26M 0.01%
537,935
+205,950
534
$4.21M 0.01%
2,968
-224
535
$4.19M 0.01%
106,220
-38,570
536
$4.18M 0.01%
102,346
-7,890
537
$4.12M 0.01%
109,900
-257,200
538
$4.11M 0.01%
+139,012
539
$4.08M 0.01%
411,706
+51,107
540
$4.07M 0.01%
+183,225
541
$4.06M 0.01%
91,969
+15,871
542
$4.03M 0.01%
211,502
-17,940
543
$4M 0.01%
62,100
+3,325
544
$3.98M 0.01%
80,766
-29,801
545
$3.97M 0.01%
67,121
-5,261
546
$3.94M 0.01%
111,414
-41,986
547
$3.94M 0.01%
+145,100
548
$3.9M 0.01%
194,348
-15,521
549
$3.88M 0.01%
79,055
-64,681
550
$3.85M 0.01%
261,312
-264,480
20 21
22
23 24