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
$71.6B
AUM Growth
-$11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$317M
2
+$182M
3
+$179M
4
DVN icon
Devon Energy
DVN
+$143M
5
MCHP icon
Microchip Technology
MCHP
+$141M

Top Sells

1
+$276M
2
+$205M
3
+$205M
4
DINO icon
HF Sinclair
DINO
+$184M
5
GD icon
General Dynamics
GD
+$180M

Sector Composition

1 Healthcare 18.54%
2 Financials 17.45%
3 Technology 14.62%
4 Industrials 13.39%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$518K ﹤0.01%
+82,083
602
$516K ﹤0.01%
9,415
+2,428
603
$503K ﹤0.01%
6,202
604
$499K ﹤0.01%
6,862
+843
605
$492K ﹤0.01%
+21,661
606
$488K ﹤0.01%
41,203
+786
607
$486K ﹤0.01%
+99,501
608
$485K ﹤0.01%
2,972
-494
609
$478K ﹤0.01%
210,632
-4,995
610
$475K ﹤0.01%
28,246
+4,200
611
$471K ﹤0.01%
42,832
-12,068
612
$468K ﹤0.01%
39,196
-77,042
613
$467K ﹤0.01%
20,582
-8,951
614
$464K ﹤0.01%
30,403
+126
615
$463K ﹤0.01%
53,780
-46,086
616
$460K ﹤0.01%
40,003
-4,257
617
$458K ﹤0.01%
4,991
618
$454K ﹤0.01%
29,191
619
$451K ﹤0.01%
21,203
-2,257
620
$451K ﹤0.01%
32,081
+16,304
621
$436K ﹤0.01%
31,500
+11,967
622
$431K ﹤0.01%
32,654
+3,366
623
$429K ﹤0.01%
136,476
624
$428K ﹤0.01%
9,987
+4,086
625
$424K ﹤0.01%
+8,771
23 24
25
26 27