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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3.34M ﹤0.01%
+113,320
577
$3.3M ﹤0.01%
+67,893
578
$3.3M ﹤0.01%
113,521
-96,317
579
$3.28M ﹤0.01%
+193,171
580
$3.26M ﹤0.01%
+404,708
581
$3.25M ﹤0.01%
400,870
-36,470
582
$3.23M ﹤0.01%
239,185
-78,638
583
$3.23M ﹤0.01%
35,245
-220,048
584
$3.23M ﹤0.01%
194,469
-19,714
585
$3.21M ﹤0.01%
15,580
586
$3.15M ﹤0.01%
63,096
+15,400
587
$3.14M ﹤0.01%
32,867
-3,256
588
$3.13M ﹤0.01%
27,100
589
$3.13M ﹤0.01%
129,600
-1,000
590
$3.13M ﹤0.01%
128,100
-1,636
591
$3.08M ﹤0.01%
3,208
+68
592
$3.06M ﹤0.01%
5,358
-205
593
$3.04M ﹤0.01%
132,080
594
$3.02M ﹤0.01%
156,858
595
$3.02M ﹤0.01%
176,719
596
$3.01M ﹤0.01%
115,937
597
$3M ﹤0.01%
83,577
+2,026
598
$3M ﹤0.01%
109,266
+2,423
599
$2.99M ﹤0.01%
80,111
-8,700
600
$2.97M ﹤0.01%
9,777
22 23
24
25 26