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
626
$525K ﹤0.01%
+13,709
627
$523K ﹤0.01%
54,966
+2,153
628
$522K ﹤0.01%
17,045
+1,808
629
$521K ﹤0.01%
37,937
-29,425
630
$514K ﹤0.01%
220,460
+1,640
631
$500K ﹤0.01%
22,925
+170
632
$496K ﹤0.01%
28,160
-15,124
633
$493K ﹤0.01%
6,683
+259
634
$489K ﹤0.01%
6,489
-2,858
635
$487K ﹤0.01%
49,149
+15,196
636
$485K ﹤0.01%
12,119
-6,819
637
$482K ﹤0.01%
45,896
-1,954,456
638
$475K ﹤0.01%
155,208
-832,593
639
$474K ﹤0.01%
2,870
+84
640
$471K ﹤0.01%
28,911
+217
641
$469K ﹤0.01%
37,570
+7,957
642
$469K ﹤0.01%
15,236
-332,750
643
$464K ﹤0.01%
16,583
+9,079
644
$463K ﹤0.01%
34,666
-3,307
645
$454K ﹤0.01%
+31,443
646
$449K ﹤0.01%
26,418
-706,772
647
$447K ﹤0.01%
140,904
+4,331
648
$443K ﹤0.01%
72,014
-12,985
649
$442K ﹤0.01%
10,494
+280
650
$429K ﹤0.01%
59,901
+22,551
24 25
26
27 28