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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$518K ﹤0.01%
20,069
-35,044
602
$516K ﹤0.01%
49,159
-7,437
603
$514K ﹤0.01%
12,173
-11,135
604
$502K ﹤0.01%
10,844
-104
605
$497K ﹤0.01%
39,693
+5,983
606
$456K ﹤0.01%
4,586
-58,316
607
$449K ﹤0.01%
101,501
-165
608
$448K ﹤0.01%
49,232
-8,902
609
$448K ﹤0.01%
+23,735
610
$446K ﹤0.01%
9,145
+1,469
611
$443K ﹤0.01%
17,575
-168
612
$440K ﹤0.01%
63,828
-151,520
613
$430K ﹤0.01%
67,864
-39,590
614
$428K ﹤0.01%
56,706
+13,165
615
$424K ﹤0.01%
8,717
-34
616
$423K ﹤0.01%
27,198
-3,630
617
$418K ﹤0.01%
14,604
-490
618
$410K ﹤0.01%
420,533
+10,966
619
$406K ﹤0.01%
2,580
620
$402K ﹤0.01%
33,014
-48,182
621
$400K ﹤0.01%
10,757
-2,234
622
$377K ﹤0.01%
96,219
-145,686
623
$376K ﹤0.01%
+194,834
624
$375K ﹤0.01%
52,629
-505
625
$372K ﹤0.01%
9,629
+2,463
23 24
25
26 27