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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.37M ﹤0.01%
256,730
+1,370
602
$2.36M ﹤0.01%
22,251
+2,973
603
$2.32M ﹤0.01%
+122,870
604
$2.32M ﹤0.01%
1,140,668
+974,432
605
$2.31M ﹤0.01%
+190,969
606
$2.31M ﹤0.01%
88,709
-1,364
607
$2.29M ﹤0.01%
133,523
+5,606
608
$2.25M ﹤0.01%
79,481
-6,143
609
$2.25M ﹤0.01%
936,350
+248,145
610
$2.23M ﹤0.01%
+61,793
611
$2.22M ﹤0.01%
109,259
-8,562
612
$2.14M ﹤0.01%
+100,860
613
$2.13M ﹤0.01%
46,351
-3,572
614
$2.12M ﹤0.01%
34,581
+1,492
615
$2.08M ﹤0.01%
78,967
-6,718
616
$2.07M ﹤0.01%
260,060
-55,940
617
$2.07M ﹤0.01%
325,813
-25,549
618
$2.06M ﹤0.01%
269,710
-21,139
619
$2.01M ﹤0.01%
118,018
-9,705
620
$2M ﹤0.01%
563,419
+97,215
621
$1.98M ﹤0.01%
113,707
-8,792
622
$1.96M ﹤0.01%
115,404
+780
623
$1.96M ﹤0.01%
71,685
+13,652
624
$1.96M ﹤0.01%
122,378
-9,550
625
$1.95M ﹤0.01%
106,789
-8,209
23 24
25
26 27