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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$880K ﹤0.01%
46,118
+9,272
552
$879K ﹤0.01%
63,916
-5,411
553
$870K ﹤0.01%
8,237
-79
554
$861K ﹤0.01%
33,340
-319
555
$861K ﹤0.01%
25,950
-14,366
556
$843K ﹤0.01%
84,811
-7,184
557
$841K ﹤0.01%
12,999
-167
558
$831K ﹤0.01%
136,306
-65,758
559
$829K ﹤0.01%
88,523
+32,113
560
$818K ﹤0.01%
129,426
-1,241
561
$816K ﹤0.01%
+86,643
562
$809K ﹤0.01%
75,442
+1,969
563
$801K ﹤0.01%
83,769
+15,275
564
$796K ﹤0.01%
75,693
-6,437
565
$794K ﹤0.01%
69,940
566
$789K ﹤0.01%
3,315
-32
567
$788K ﹤0.01%
71,984
+15,606
568
$776K ﹤0.01%
+304,572
569
$771K ﹤0.01%
20,971
-201
570
$765K ﹤0.01%
8,398
-2,129
571
$758K ﹤0.01%
67,179
-30,878
572
$749K ﹤0.01%
58,635
-562
573
$745K ﹤0.01%
+93,742
574
$741K ﹤0.01%
49,200
-2,440
575
$735K ﹤0.01%
76,276
+28,808
21 22
23
24 25