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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4.36M 0.01%
1,531,172
+524,032
527
$4.32M 0.01%
82,909
528
$4.31M 0.01%
148,970
+19,150
529
$4.26M 0.01%
+127,855
530
$4.26M 0.01%
174,055
+3,712
531
$4.24M 0.01%
49,601
+36,798
532
$4.22M 0.01%
190,561
533
$4.19M 0.01%
162,676
+20,404
534
$4.08M 0.01%
25,000
-5,000
535
$4.08M 0.01%
1,855,566
536
$4.08M 0.01%
194,731
537
$4.07M 0.01%
237,194
538
$4.05M 0.01%
563,758
539
$4.01M 0.01%
258,906
540
$3.98M 0.01%
+160,760
541
$3.96M 0.01%
127,273
-9,270
542
$3.84M ﹤0.01%
312,640
-9,920
543
$3.83M ﹤0.01%
+256,971
544
$3.81M ﹤0.01%
123,488
-12,324
545
$3.79M ﹤0.01%
220,302
+4,660
546
$3.79M ﹤0.01%
62,314
-100
547
$3.78M ﹤0.01%
336,300
+300
548
$3.76M ﹤0.01%
277,425
+5,855
549
$3.75M ﹤0.01%
249,333
-161,878
550
$3.73M ﹤0.01%
77,775
-22,544
20 21
22
23 24