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
576
$865K ﹤0.01%
+33,466
577
$863K ﹤0.01%
14,516
-1,491
578
$834K ﹤0.01%
51,472
-6,370,996
579
$834K ﹤0.01%
18,709
+979
580
$822K ﹤0.01%
83,941
-2,877
581
$799K ﹤0.01%
22,215
+165
582
$797K ﹤0.01%
8,843
+3,070
583
$786K ﹤0.01%
24,529
-336,875
584
$783K ﹤0.01%
111,279
+3,423
585
$781K ﹤0.01%
63,415
-10,380
586
$762K ﹤0.01%
71,343
+18,566
587
$756K ﹤0.01%
29,275
+1,515
588
$755K ﹤0.01%
40,382
+301
589
$740K ﹤0.01%
115,287
+12,452
590
$734K ﹤0.01%
140,862
+9,307
591
$731K ﹤0.01%
95,850
+47,822
592
$731K ﹤0.01%
72,140
+3,412
593
$722K ﹤0.01%
25,477
+188
594
$719K ﹤0.01%
+15,286
595
$711K ﹤0.01%
16,465
+3,121
596
$693K ﹤0.01%
25,923
+2,948
597
$692K ﹤0.01%
+9,628
598
$692K ﹤0.01%
184,415
-45,940
599
$680K ﹤0.01%
17,346
-5,643
600
$668K ﹤0.01%
+11,013
22 23
24
25 26