Boston Partners

Boston Partners Portfolio holdings

AUM $96.6B
1-Year Est. Return 25.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$867M
2
+$332M
3
+$295M
4
TTE icon
TotalEnergies
TTE
+$288M
5
UHS icon
Universal Health Services
UHS
+$284M

Top Sells

1
+$1.07B
2
+$410M
3
+$375M
4
BA icon
Boeing
BA
+$328M
5
NTR icon
Nutrien
NTR
+$325M

Sector Composition

1 Financials 26.75%
2 Industrials 13.57%
3 Healthcare 13.56%
4 Technology 9.96%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.45M ﹤0.01%
21,226
-250
552
$1.45M ﹤0.01%
203,014
-2,270
553
$1.45M ﹤0.01%
180,062
-318,224
554
$1.44M ﹤0.01%
150,427
-1,592
555
$1.42M ﹤0.01%
74,267
+8,258
556
$1.39M ﹤0.01%
326,169
-9,674
557
$1.38M ﹤0.01%
77,100
558
$1.37M ﹤0.01%
+152,581
559
$1.37M ﹤0.01%
15,594
560
$1.36M ﹤0.01%
33,950
-445
561
$1.34M ﹤0.01%
277,293
-611,150
562
$1.34M ﹤0.01%
374,697
-3,672
563
$1.33M ﹤0.01%
65,942
-59,562
564
$1.33M ﹤0.01%
21,172
-161
565
$1.3M ﹤0.01%
93,284
+19,322
566
$1.26M ﹤0.01%
97,653
-921
567
$1.26M ﹤0.01%
72,813
-62,624
568
$1.24M ﹤0.01%
47,592
+14,325
569
$1.21M ﹤0.01%
19,037
+1,936
570
$1.19M ﹤0.01%
28,685
+3,070
571
$1.18M ﹤0.01%
301,603
+55,337
572
$1.17M ﹤0.01%
53,309
-45,771
573
$1.15M ﹤0.01%
99,759
-1,068
574
$1.14M ﹤0.01%
62,286
+4,776
575
$1.13M ﹤0.01%
36,362
-14,637
21 22
23
24 25