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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.01M ﹤0.01%
25,469
-9,474
527
$1.01M ﹤0.01%
90,424
-48,513
528
$999K ﹤0.01%
51,877
-202
529
$998K ﹤0.01%
362,911
+140,509
530
$994K ﹤0.01%
23,741
+7,645
531
$993K ﹤0.01%
413,824
-140,230
532
$993K ﹤0.01%
69,943
-81,223
533
$990K ﹤0.01%
39,768
-381
534
$982K ﹤0.01%
14,934
535
$981K ﹤0.01%
138,330
-1,325
536
$981K ﹤0.01%
+52,750
537
$978K ﹤0.01%
57,402
-550
538
$975K ﹤0.01%
49,872
-4,307
539
$960K ﹤0.01%
84,677
-7,220
540
$954K ﹤0.01%
15,789
-9,656
541
$951K ﹤0.01%
+47,197
542
$942K ﹤0.01%
44,188
-424
543
$938K ﹤0.01%
355,310
-3,600
544
$932K ﹤0.01%
188,305
545
$927K ﹤0.01%
13,993
-6,012
546
$917K ﹤0.01%
56,597
-12,904
547
$912K ﹤0.01%
325,814
-27,586
548
$904K ﹤0.01%
23,053
-1,158,023
549
$899K ﹤0.01%
17,366
-62
550
$884K ﹤0.01%
3,675
-35
20 21
22
23 24