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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.45M 0.01%
226,744
+161,920
527
$3.38M 0.01%
47,699
+11,360
528
$3.35M ﹤0.01%
62,826
529
$3.35M ﹤0.01%
179,696
-150,155
530
$3.33M ﹤0.01%
229,150
-29,580
531
$3.31M ﹤0.01%
67,212
+15,626
532
$3.3M ﹤0.01%
314,800
533
$3.29M ﹤0.01%
+14,278
534
$3.21M ﹤0.01%
210,286
535
$3.18M ﹤0.01%
37,470
-8,324
536
$3.13M ﹤0.01%
116,873
-44,723
537
$3.13M ﹤0.01%
105,926
+22,112
538
$3.12M ﹤0.01%
+219,415
539
$3.1M ﹤0.01%
295,260
+68,720
540
$3.08M ﹤0.01%
428,960
-50,810
541
$3.07M ﹤0.01%
99,794
-14,736
542
$3.06M ﹤0.01%
190,799
+39,891
543
$3.05M ﹤0.01%
148,308
+30,991
544
$3.04M ﹤0.01%
123,360
-18,676
545
$3.04M ﹤0.01%
178,337
+57,929
546
$3M ﹤0.01%
53,899
547
$2.96M ﹤0.01%
23,544
548
$2.96M ﹤0.01%
+177,585
549
$2.9M ﹤0.01%
126,098
+21,340
550
$2.88M ﹤0.01%
71,841
20 21
22
23 24