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
551
$2.85M ﹤0.01%
24,801
+149
552
$2.83M ﹤0.01%
543,013
-68,967
553
$2.83M ﹤0.01%
78,687
+7,600
554
$2.83M ﹤0.01%
45,059
555
$2.81M ﹤0.01%
544,350
-103,423
556
$2.8M ﹤0.01%
+123,079
557
$2.79M ﹤0.01%
640,365
558
$2.76M ﹤0.01%
+64,135
559
$2.76M ﹤0.01%
133,110
-3,610
560
$2.76M ﹤0.01%
24,513
+5,746
561
$2.76M ﹤0.01%
156,864
+32,037
562
$2.75M ﹤0.01%
79,822
563
$2.75M ﹤0.01%
+47,612
564
$2.73M ﹤0.01%
184,106
-27,056
565
$2.73M ﹤0.01%
2,784
+573
566
$2.71M ﹤0.01%
272,584
567
$2.69M ﹤0.01%
102,121
-50,000
568
$2.66M ﹤0.01%
168,849
569
$2.62M ﹤0.01%
20,000
-10,000
570
$2.61M ﹤0.01%
+201,826
571
$2.57M ﹤0.01%
72,069
+17,518
572
$2.56M ﹤0.01%
65,714
+70
573
$2.54M ﹤0.01%
239,300
+1,330
574
$2.53M ﹤0.01%
+112,247
575
$2.53M ﹤0.01%
167,330
+89,950
21 22
23
24 25