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
551
$3.73M ﹤0.01%
386,210
552
$3.72M ﹤0.01%
62,228
-81,000
553
$3.67M ﹤0.01%
550,705
554
$3.63M ﹤0.01%
445,635
555
$3.62M ﹤0.01%
237,496
556
$3.59M ﹤0.01%
491,585
557
$3.59M ﹤0.01%
180,513
-18,003
558
$3.56M ﹤0.01%
530,789
+155,704
559
$3.49M ﹤0.01%
33,758
-122,454
560
$3.46M ﹤0.01%
20,000
561
$3.46M ﹤0.01%
76,581
+1,602
562
$3.46M ﹤0.01%
+833,594
563
$3.45M ﹤0.01%
203,546
+157,611
564
$3.45M ﹤0.01%
1,260,000
565
$3.44M ﹤0.01%
127,437
-78,630
566
$3.43M ﹤0.01%
107,006
-1,497,174
567
$3.42M ﹤0.01%
243,318
+1,730
568
$3.41M ﹤0.01%
154,410
+54,410
569
$3.4M ﹤0.01%
40,831
-24,201
570
$3.4M ﹤0.01%
63,980
-25,220
571
$3.38M ﹤0.01%
267,996
572
$3.38M ﹤0.01%
154,339
+25,549
573
$3.36M ﹤0.01%
150,253
574
$3.35M ﹤0.01%
604,286
-7,065
575
$3.35M ﹤0.01%
317,981
21 22
23
24 25