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
551
$3.77M 0.01%
422,616
-32,958
552
$3.76M 0.01%
198,525
-2,925,172
553
$3.76M 0.01%
261,610
-109,120
554
$3.74M 0.01%
1,262,430
-197,170
555
$3.71M 0.01%
59,393
-4,653
556
$3.7M 0.01%
865,570
-50,742
557
$3.7M 0.01%
194,211
-16,505
558
$3.65M 0.01%
80,802
-6,318
559
$3.64M 0.01%
110,416
-9,285
560
$3.62M 0.01%
163,217
-12,799
561
$3.52M 0.01%
1,386,000
+125,235
562
$3.52M 0.01%
274,190
+151,320
563
$3.5M 0.01%
79,814
-36,377
564
$3.49M 0.01%
177,456
-44,445
565
$3.49M 0.01%
167,660
-12,970
566
$3.44M 0.01%
101,488
-1,637,994
567
$3.39M 0.01%
195,610
+15,230
568
$3.35M 0.01%
206,802
-16,149
569
$3.32M ﹤0.01%
58,088
+3,369
570
$3.25M ﹤0.01%
138,320
-11,680
571
$3.21M ﹤0.01%
310,400
572
$3.21M ﹤0.01%
561,160
+109,135
573
$3.17M ﹤0.01%
+117,100
574
$3.15M ﹤0.01%
+130,303
575
$3.06M ﹤0.01%
760,929
-584,632
21 22
23
24 25