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
576
$714K ﹤0.01%
18,921
577
$712K ﹤0.01%
40,362
-5,560
578
$708K ﹤0.01%
9,023
-1,262
579
$706K ﹤0.01%
17,069
-164
580
$706K ﹤0.01%
19,685
+3,341
581
$701K ﹤0.01%
29,905
582
$690K ﹤0.01%
62,407
-26,334
583
$681K ﹤0.01%
46,642
+9,394
584
$680K ﹤0.01%
11,846
-127
585
$676K ﹤0.01%
+32,999
586
$658K ﹤0.01%
50,452
-40,859
587
$658K ﹤0.01%
28,945
-81
588
$640K ﹤0.01%
73,228
-11,000
589
$636K ﹤0.01%
7,318
-615
590
$634K ﹤0.01%
33,655
-322
591
$630K ﹤0.01%
6,152
-59
592
$625K ﹤0.01%
75,634
-5,364
593
$622K ﹤0.01%
5,013
594
$593K ﹤0.01%
108,055
-25,051
595
$583K ﹤0.01%
61,645
-12,480
596
$579K ﹤0.01%
+27,717
597
$543K ﹤0.01%
21,445
+3,449
598
$537K ﹤0.01%
40,727
599
$529K ﹤0.01%
27,040
-7,753
600
$528K ﹤0.01%
203,812
+108,664
22 23
24
25 26