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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.12M ﹤0.01%
333,610
-18,774
552
$1.11M ﹤0.01%
36,344
-463,689
553
$1.11M ﹤0.01%
543,838
-18,897
554
$1.1M ﹤0.01%
48,790
+36,369
555
$1.1M ﹤0.01%
209,443
+126,397
556
$1.1M ﹤0.01%
95,634
+3,685
557
$1.09M ﹤0.01%
19,872
-31,146
558
$1.07M ﹤0.01%
+4,557
559
$1.06M ﹤0.01%
387,609
+181,819
560
$1.05M ﹤0.01%
29,399
+3,098
561
$1.01M ﹤0.01%
2,989
-1,693
562
$1.01M ﹤0.01%
46,338
-15,812
563
$993K ﹤0.01%
37,758
+4,096
564
$984K ﹤0.01%
23,281
+2,145
565
$966K ﹤0.01%
+4,359
566
$963K ﹤0.01%
+40,680
567
$938K ﹤0.01%
+69,207
568
$936K ﹤0.01%
69,065
+2,676
569
$912K ﹤0.01%
+49,061
570
$900K ﹤0.01%
63,285
-91,224
571
$892K ﹤0.01%
26,917
+1,045
572
$889K ﹤0.01%
87,020
+39,779
573
$883K ﹤0.01%
+253,755
574
$879K ﹤0.01%
14,525
+749
575
$874K ﹤0.01%
+99,464
21 22
23
24 25