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
$54.4B
AUM Growth
+$4.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$324M
3
+$309M
4
NVS icon
Novartis
NVS
+$293M
5
SSNC icon
SS&C Technologies
SSNC
+$285M

Top Sells

1
+$583M
2
+$571M
3
+$542M
4
B
Barrick Mining
B
+$405M
5
CMCSA icon
Comcast
CMCSA
+$391M

Sector Composition

1 Financials 21.37%
2 Healthcare 16.65%
3 Industrials 14.47%
4 Technology 14.11%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$574K ﹤0.01%
74,125
-42,590
602
$571K ﹤0.01%
+68,494
603
$570K ﹤0.01%
37,457
+7,232
604
$546K ﹤0.01%
17,743
-2,503
605
$545K ﹤0.01%
+30,828
606
$545K ﹤0.01%
21,324
-4,202
607
$530K ﹤0.01%
36,009
-20,380
608
$529K ﹤0.01%
10,948
-1,545
609
$519K ﹤0.01%
33,710
+12,010
610
$518K ﹤0.01%
+34,793
611
$515K ﹤0.01%
12,322
+1,168
612
$515K ﹤0.01%
+33,977
613
$486K ﹤0.01%
+80,998
614
$484K ﹤0.01%
+98,821
615
$477K ﹤0.01%
8,751
-85
616
$470K ﹤0.01%
+15,094
617
$462K ﹤0.01%
25,095
-3,540
618
$459K ﹤0.01%
+56,410
619
$451K ﹤0.01%
+15,316
620
$448K ﹤0.01%
241,905
+75,446
621
$447K ﹤0.01%
66,984
-9,868
622
$446K ﹤0.01%
+59,380
623
$442K ﹤0.01%
+17,996
624
$432K ﹤0.01%
12,369
625
$430K ﹤0.01%
+53,134
23 24
25
26 27