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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.03M ﹤0.01%
54,350
+8,835
602
$1.02M ﹤0.01%
65,912
+14,715
603
$1.02M ﹤0.01%
9,172
+606
604
$1.02M ﹤0.01%
+121,527
605
$1.01M ﹤0.01%
63,635
+965
606
$1M ﹤0.01%
4,968
-27
607
$980K ﹤0.01%
283,949
+4,305
608
$979K ﹤0.01%
16,153
-2,211
609
$973K ﹤0.01%
31,620
-1,008,367
610
$953K ﹤0.01%
224,153
+48,754
611
$947K ﹤0.01%
145,057
+2,199
612
$935K ﹤0.01%
76,397
+5,134
613
$932K ﹤0.01%
68,659
-1,271,544
614
$926K ﹤0.01%
19,902
+34
615
$926K ﹤0.01%
199,531
+84,609
616
$923K ﹤0.01%
+254,399
617
$906K ﹤0.01%
66,389
618
$902K ﹤0.01%
+17,597
619
$889K ﹤0.01%
28,100
-4,619
620
$885K ﹤0.01%
79,931
-47,218
621
$881K ﹤0.01%
+241,416
622
$869K ﹤0.01%
75,401
+2,694
623
$865K ﹤0.01%
31,842
-3,585
624
$855K ﹤0.01%
+17,730
625
$811K ﹤0.01%
10,389
23 24
25
26 27