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
$64.3B
AUM Growth
+$9.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$397M
2
+$294M
3
+$276M
4
GS icon
Goldman Sachs
GS
+$248M
5
AMGN icon
Amgen
AMGN
+$219M

Top Sells

1
+$321M
2
+$260M
3
+$250M
4
KMB icon
Kimberly-Clark
KMB
+$229M
5
FE icon
FirstEnergy
FE
+$209M

Sector Composition

1 Financials 21.93%
2 Healthcare 15.43%
3 Industrials 15.3%
4 Technology 13.2%
5 Consumer Discretionary 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$440K ﹤0.01%
+25,253
602
$440K ﹤0.01%
12,369
603
$431K ﹤0.01%
62,940
-12,694
604
$426K ﹤0.01%
9,629
605
$424K ﹤0.01%
47,387
-109,358
606
$399K ﹤0.01%
42,241
+9,556
607
$366K ﹤0.01%
22,388
-24,254
608
$343K ﹤0.01%
2,920
609
$333K ﹤0.01%
14,626
-8,148,257
610
$333K ﹤0.01%
1,421
611
$292K ﹤0.01%
+102,623
612
$274K ﹤0.01%
+2,828
613
$266K ﹤0.01%
+111,754
614
$264K ﹤0.01%
1,620
-960
615
$257K ﹤0.01%
16,168
-131,543
616
$205K ﹤0.01%
+2,196
617
$204K ﹤0.01%
+3,470
618
$196K ﹤0.01%
42,005
-59,496
619
– –
-276,413
620
– –
-30,964
621
– –
-74,549
622
– –
-17,189
623
– –
-35,169
624
– –
-1,382,674
625
– –
-2,201,749
23 24
25
26 27