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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.84M ﹤0.01%
38,161
-3,353
527
$1.82M ﹤0.01%
77,079
+21,504
528
$1.82M ﹤0.01%
19,377
-7,844
529
$1.82M ﹤0.01%
64,345
-299
530
$1.81M ﹤0.01%
27,975
+469
531
$1.8M ﹤0.01%
134,656
-2,418,127
532
$1.77M ﹤0.01%
702,945
+242,131
533
$1.75M ﹤0.01%
158,559
-48,173
534
$1.71M ﹤0.01%
166,977
+5,778
535
$1.7M ﹤0.01%
26,093
-121
536
$1.69M ﹤0.01%
+47,870
537
$1.69M ﹤0.01%
77,346
-8,413
538
$1.68M ﹤0.01%
103,175
+10,275
539
$1.67M ﹤0.01%
59,620
-24,200
540
$1.67M ﹤0.01%
571,299
-337,385
541
$1.66M ﹤0.01%
189,994
-7,056
542
$1.62M ﹤0.01%
263,757
-23,163
543
$1.6M ﹤0.01%
35,670
+540
544
$1.6M ﹤0.01%
88,448
+7,807
545
$1.55M ﹤0.01%
46,552
546
$1.54M ﹤0.01%
67,413
+9
547
$1.54M ﹤0.01%
51,155
+16,915
548
$1.52M ﹤0.01%
28,733
-7,281
549
$1.51M ﹤0.01%
25,931
+2,210
550
$1.5M ﹤0.01%
40,145
+1,593
20 21
22
23 24