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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$666K ﹤0.01%
41,084
-787,916
602
$665K ﹤0.01%
45,547
+6,189
603
$661K ﹤0.01%
+22,887
604
$654K ﹤0.01%
20,994
+827
605
$649K ﹤0.01%
39,789
+297
606
$644K ﹤0.01%
6,970
-7,503
607
$643K ﹤0.01%
+78,193
608
$643K ﹤0.01%
+17,328
609
$615K ﹤0.01%
9,171
+314
610
$615K ﹤0.01%
1,310
-601,818
611
$609K ﹤0.01%
38,434
+286
612
$605K ﹤0.01%
25,831
+995
613
$604K ﹤0.01%
50,903
+1,970
614
$601K ﹤0.01%
1,615
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615
$576K ﹤0.01%
9,981
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616
$569K ﹤0.01%
13,789
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617
$565K ﹤0.01%
25,461
+6,193
618
$557K ﹤0.01%
7,159
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619
$555K ﹤0.01%
36,797
+273
620
$553K ﹤0.01%
4,663
+36
621
$548K ﹤0.01%
139,566
-4,227,785
622
$541K ﹤0.01%
32,361
+239
623
$539K ﹤0.01%
+23,641
624
$534K ﹤0.01%
8,247
-25,790
625
$530K ﹤0.01%
91,302
-1,775,165
23 24
25
26 27