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
$50.4B
AUM Growth
-$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$571M
2
+$386M
3
+$339M
4
KMB icon
Kimberly-Clark
KMB
+$303M
5
AZO icon
AutoZone
AZO
+$292M

Top Sells

1
+$403M
2
+$374M
3
+$349M
4
BIIB icon
Biogen
BIIB
+$336M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$326M

Sector Composition

1 Financials 23.5%
2 Healthcare 18.15%
3 Industrials 14.98%
4 Technology 12.01%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$259K ﹤0.01%
+1,795
627
$256K ﹤0.01%
176,807
-129,100
628
$252K ﹤0.01%
+2,580
629
$246K ﹤0.01%
135,428
-200,003
630
$241K ﹤0.01%
+8,867
631
$232K ﹤0.01%
42,992
-154,560
632
$223K ﹤0.01%
55,727
-270,514
633
$222K ﹤0.01%
20,721
-10,443
634
$210K ﹤0.01%
+15,143
635
$204K ﹤0.01%
28,819
-24,854
636
$172K ﹤0.01%
1,263
-96
637
– –
0
638
$166K ﹤0.01%
57,945
-128,027
639
$113K ﹤0.01%
+20,672
640
$90K ﹤0.01%
2,524
641
$15K ﹤0.01%
47,622
-1,484,497
642
– –
-125
643
– –
-30,195
644
– –
-62,776
645
– –
-229,485
646
– –
-1,082
647
– –
-177,790
648
– –
-84,132
649
– –
-69
650
– –
-184,541
24 25
26
27 28