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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.99M ﹤0.01%
85,212
-7,220
577
$2.99M ﹤0.01%
622,762
-48,745
578
$2.96M ﹤0.01%
37,394
-8,615
579
$2.93M ﹤0.01%
+160,942
580
$2.92M ﹤0.01%
128,550
-9,741
581
$2.89M ﹤0.01%
584,887
-33,150
582
$2.88M ﹤0.01%
186,784
+52,060
583
$2.88M ﹤0.01%
62,251
-5,365
584
$2.86M ﹤0.01%
194,530
+176,243
585
$2.75M ﹤0.01%
70,251
-5,502
586
$2.67M ﹤0.01%
48,876
-3,774
587
$2.67M ﹤0.01%
138,543
-78,768
588
$2.65M ﹤0.01%
63,805
-4,993
589
$2.62M ﹤0.01%
235,919
-23,974
590
$2.62M ﹤0.01%
484,343
+32,241
591
$2.6M ﹤0.01%
640,365
+144,139
592
$2.58M ﹤0.01%
10,165
-784
593
$2.52M ﹤0.01%
53,097
-22,658
594
$2.51M ﹤0.01%
142,104
-15,251
595
$2.49M ﹤0.01%
62,676
-3,617
596
$2.49M ﹤0.01%
94,868
-7,345
597
$2.47M ﹤0.01%
113,740
-223,472
598
$2.45M ﹤0.01%
+34,338
599
$2.41M ﹤0.01%
39,891
-25,557
600
$2.4M ﹤0.01%
134,690
+610
22 23
24
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