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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$747K ﹤0.01%
1,242
-2,989
627
$734K ﹤0.01%
32,700
628
$733K ﹤0.01%
13,119
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629
$716K ﹤0.01%
6,038
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630
$713K ﹤0.01%
31,056
631
$683K ﹤0.01%
184,541
632
$676K ﹤0.01%
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$662K ﹤0.01%
+4,266
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635
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$625K ﹤0.01%
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637
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638
$604K ﹤0.01%
32,176
-2,050
639
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641
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23,284
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642
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$443K ﹤0.01%
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$426K ﹤0.01%
575,627
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646
$425K ﹤0.01%
20,636
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647
$423K ﹤0.01%
10,691
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648
$422K ﹤0.01%
+10,701
649
$397K ﹤0.01%
39,376
-22,022
650
$350K ﹤0.01%
4,565
-1,791
24 25
26
27 28