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
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$182M
4
AVGO icon
Broadcom
AVGO
+$178M
5
WDC icon
Western Digital
WDC
+$163M

Top Sells

1
+$255M
2
+$228M
3
+$149M
4
PARA
Paramount Global Class B
PARA
+$148M
5
MCK icon
McKesson
MCK
+$140M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.11%
4 Industrials 10.61%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.32M ﹤0.01%
255,178
-2,390
602
$2.31M ﹤0.01%
90,667
-865
603
$2.31M ﹤0.01%
146,737
604
$2.3M ﹤0.01%
239,700
+83,900
605
$2.29M ﹤0.01%
154,425
-1,435
606
$2.27M ﹤0.01%
+85,158
607
$2.21M ﹤0.01%
66,323
+7,600
608
$2.21M ﹤0.01%
103,469
-995
609
$2.19M ﹤0.01%
54,917
610
$2.16M ﹤0.01%
420,520
+199,090
611
$2.15M ﹤0.01%
125,543
-1,355
612
$2.08M ﹤0.01%
77,135
-10,936
613
$2.07M ﹤0.01%
+117,227
614
$2.06M ﹤0.01%
+141,537
615
$2.05M ﹤0.01%
107,408
+41,625
616
$2.03M ﹤0.01%
116,070
+94,280
617
$2.02M ﹤0.01%
+93,243
618
$2.01M ﹤0.01%
281,165
619
$2.01M ﹤0.01%
58,246
620
$2.01M ﹤0.01%
+13,105
621
$2M ﹤0.01%
103,700
+34,200
622
$1.98M ﹤0.01%
154,314
-1,490
623
$1.97M ﹤0.01%
85,439
+67,292
624
$1.95M ﹤0.01%
107,570
+2,766
625
$1.95M ﹤0.01%
26,208
-245
23 24
25
26 27