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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.21M ﹤0.01%
111,628
-71,377
602
$2.21M ﹤0.01%
43,135
-42,000
603
$2.2M ﹤0.01%
158,116
+1,000
604
$2.19M ﹤0.01%
117,000
-4,942,491
605
$2.17M ﹤0.01%
+170,523
606
$2.16M ﹤0.01%
131,895
607
$2.15M ﹤0.01%
44,137
608
$2.13M ﹤0.01%
21,555
-82,996
609
$2.13M ﹤0.01%
+200,137
610
$2.12M ﹤0.01%
140,550
+710
611
$2.11M ﹤0.01%
36,711
+7,918
612
$2.1M ﹤0.01%
115,390
-156,830
613
$2.1M ﹤0.01%
41,400
-35,320
614
$2.09M ﹤0.01%
48,696
-39,168
615
$2.09M ﹤0.01%
167,193
-70,000
616
$2.07M ﹤0.01%
56,648
617
$2.03M ﹤0.01%
183,293
618
$1.99M ﹤0.01%
122,304
-17,100
619
$1.98M ﹤0.01%
+67,757
620
$1.98M ﹤0.01%
70,000
-56,229
621
$1.97M ﹤0.01%
+118,891
622
$1.97M ﹤0.01%
1,024,250
+516,410
623
$1.95M ﹤0.01%
99,819
+20,760
624
$1.95M ﹤0.01%
90,110
625
$1.94M ﹤0.01%
66,475
+13,573
23 24
25
26 27