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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.45M ﹤0.01%
20,580
-22,937
577
$1.44M ﹤0.01%
37,887
+2,366
578
$1.42M ﹤0.01%
199,479
+50,879
579
$1.41M ﹤0.01%
28,305
-2,928
580
$1.39M ﹤0.01%
104,374
-1,713
581
$1.38M ﹤0.01%
34,440
-4,696
582
$1.38M ﹤0.01%
34,395
+5,440
583
$1.37M ﹤0.01%
15,594
-8,176
584
$1.35M ﹤0.01%
43,798
-6,453
585
$1.35M ﹤0.01%
63,575
-4,020
586
$1.34M ﹤0.01%
33,808
-33,142
587
$1.34M ﹤0.01%
52,994
-7,547
588
$1.33M ﹤0.01%
64,402
-4,082
589
$1.33M ﹤0.01%
65,076
590
$1.27M ﹤0.01%
98,574
+976
591
$1.27M ﹤0.01%
29,400
592
$1.26M ﹤0.01%
501,488
-5,886
593
$1.25M ﹤0.01%
38,926
594
$1.24M ﹤0.01%
100,164
595
$1.23M ﹤0.01%
100,827
-6,485
596
$1.23M ﹤0.01%
+27,536
597
$1.22M ﹤0.01%
25,500
-38,900
598
$1.22M ﹤0.01%
53,581
-52,144
599
$1.21M ﹤0.01%
+90,861
600
$1.21M ﹤0.01%
18,524
-3,968
22 23
24
25 26