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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.96M ﹤0.01%
57,088
602
$2.94M ﹤0.01%
42,384
603
$2.94M ﹤0.01%
616,342
+13,104
604
$2.93M ﹤0.01%
69,870
605
$2.93M ﹤0.01%
141,400
-8,500
606
$2.9M ﹤0.01%
+115,244
607
$2.89M ﹤0.01%
1,150,617
+335,810
608
$2.89M ﹤0.01%
98,349
609
$2.88M ﹤0.01%
+206,421
610
$2.86M ﹤0.01%
110,527
611
$2.86M ﹤0.01%
58,704
-25,708
612
$2.86M ﹤0.01%
540,020
613
$2.85M ﹤0.01%
272,584
614
$2.84M ﹤0.01%
232,482
615
$2.82M ﹤0.01%
104,401
-800
616
$2.8M ﹤0.01%
227,817
+4,783
617
$2.79M ﹤0.01%
124,790
618
$2.78M ﹤0.01%
49,200
619
$2.71M ﹤0.01%
200,820
-19,120
620
$2.7M ﹤0.01%
273,415
621
$2.7M ﹤0.01%
+71,295
622
$2.69M ﹤0.01%
70,690
623
$2.69M ﹤0.01%
99,328
624
$2.69M ﹤0.01%
176,200
-8,300
625
$2.66M ﹤0.01%
23,151
-31,149
23 24
25
26 27