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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.91M ﹤0.01%
83,304
+19,017
627
$1.82M ﹤0.01%
119,175
-14,150
628
$1.78M ﹤0.01%
47,696
-4,020
629
$1.77M ﹤0.01%
352,498
-27,240
630
$1.77M ﹤0.01%
6,701
-13,271
631
$1.75M ﹤0.01%
150,113
-16,427
632
$1.75M ﹤0.01%
83,656
-6,910
633
$1.71M ﹤0.01%
61,123
-4,788
634
$1.7M ﹤0.01%
48,790
+220
635
$1.69M ﹤0.01%
118,610
-40,910
636
$1.68M ﹤0.01%
640,100
-62,740
637
$1.67M ﹤0.01%
179,089
-15,220
638
$1.66M ﹤0.01%
+33,108
639
$1.63M ﹤0.01%
92,030
+420
640
$1.62M ﹤0.01%
358,660
+307,010
641
$1.55M ﹤0.01%
284,352
-5,279
642
$1.52M ﹤0.01%
36,197
-300
643
$1.52M ﹤0.01%
32,023
-79,885
644
$1.5M ﹤0.01%
145,014
-12,265
645
$1.47M ﹤0.01%
+68,420
646
$1.44M ﹤0.01%
79,248
-6,137
647
$1.4M ﹤0.01%
156,870
+67,100
648
$1.39M ﹤0.01%
49,876
-4,115
649
$1.38M ﹤0.01%
10,030
+452
650
$1.37M ﹤0.01%
385,242
-1,204,480
24 25
26
27 28