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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.77M ﹤0.01%
21,298
+2,556
552
$1.76M ﹤0.01%
152,019
-30,338
553
$1.76M ﹤0.01%
124,751
554
$1.75M ﹤0.01%
89,887
-12,257
555
$1.71M ﹤0.01%
35,626
-171,408
556
$1.71M ﹤0.01%
+21,476
557
$1.71M ﹤0.01%
33,591
-41,300
558
$1.68M ﹤0.01%
+33,384
559
$1.66M ﹤0.01%
50,999
-11,383
560
$1.65M ﹤0.01%
74,313
-92,022
561
$1.64M ﹤0.01%
123,729
+31,261
562
$1.62M ﹤0.01%
80,298
-9,514
563
$1.62M ﹤0.01%
77,184
-9,294
564
$1.61M ﹤0.01%
170,245
+104,631
565
$1.6M ﹤0.01%
91,748
-12,510
566
$1.59M ﹤0.01%
77,192
-13,716
567
$1.56M ﹤0.01%
115,185
-7,439
568
$1.56M ﹤0.01%
215,908
-17,600
569
$1.53M ﹤0.01%
92,607
+13,880
570
$1.51M ﹤0.01%
378,369
-51,408
571
$1.5M ﹤0.01%
+12,109
572
$1.5M ﹤0.01%
25,354
-2,754
573
$1.47M ﹤0.01%
77,100
574
$1.46M ﹤0.01%
21,333
-2,451
575
$1.45M ﹤0.01%
178,453
-18,127
21 22
23
24 25