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
626
$802K ﹤0.01%
67,373
+11,118
627
$798K ﹤0.01%
21,034
+318
628
$795K ﹤0.01%
5,899
629
$794K ﹤0.01%
+172,537
630
$782K ﹤0.01%
26,201
+399
631
$762K ﹤0.01%
+57,563
632
$756K ﹤0.01%
31,404
+3,269
633
$755K ﹤0.01%
16,733
-10,547
634
$746K ﹤0.01%
31,674
-4,386
635
$744K ﹤0.01%
38,954
-3,794
636
$744K ﹤0.01%
20,167
637
$744K ﹤0.01%
+52,777
638
$743K ﹤0.01%
13,092
-131,960
639
$738K ﹤0.01%
314,067
+4,757
640
$732K ﹤0.01%
+31,569
641
$711K ﹤0.01%
16,497
+1,492
642
$710K ﹤0.01%
2,143
-174
643
$710K ﹤0.01%
2,380
644
$709K ﹤0.01%
33,824
-567,252
645
$708K ﹤0.01%
+10,043
646
$696K ﹤0.01%
213,578
-1,822
647
$689K ﹤0.01%
93,214
-48,009
648
$679K ﹤0.01%
+12,097
649
$676K ﹤0.01%
25,872
650
$657K ﹤0.01%
+24,836
24 25
26
27 28