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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.21M ﹤0.01%
+28,231
602
$1.19M ﹤0.01%
246,266
-36,778
603
$1.16M ﹤0.01%
25,615
-1,873
604
$1.15M ﹤0.01%
22,143
-23,673
605
$1.12M ﹤0.01%
61,797
-4,043
606
$1.11M ﹤0.01%
73,962
+26,254
607
$1.11M ﹤0.01%
335,843
-61,292
608
$1.1M ﹤0.01%
70,778
-6,499,480
609
$1.09M ﹤0.01%
31,592
+409
610
$1.08M ﹤0.01%
8,000
-8,900
611
$1.06M ﹤0.01%
57,510
+43,544
612
$1.02M ﹤0.01%
47,700
613
$1.02M ﹤0.01%
17,101
-3,899
614
$1.02M ﹤0.01%
39,300
-6,100
615
$991K ﹤0.01%
526,967
-99,330
616
$968K ﹤0.01%
24,514
-13,015
617
$940K ﹤0.01%
21,794
+3,180
618
$933K ﹤0.01%
+62,026
619
$932K ﹤0.01%
64,900
620
$920K ﹤0.01%
29,000
-1,259,222
621
$883K ﹤0.01%
678,584
-2,315,458
622
$877K ﹤0.01%
+93,530
623
$877K ﹤0.01%
+65,285
624
$764K ﹤0.01%
31,703
-2,037
625
$756K ﹤0.01%
2,371
+2,002
23 24
25
26 27