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
651
$1.29M ﹤0.01%
49,641
-445
652
$1.26M ﹤0.01%
112,246
+39,965
653
$1.24M ﹤0.01%
+50,430
654
$1.22M ﹤0.01%
+120,452
655
$1.2M ﹤0.01%
112,200
+520
656
$1.18M ﹤0.01%
18,621
-1,439
657
$1.13M ﹤0.01%
65,981
-5,175
658
$1.12M ﹤0.01%
847,650
+480,750
659
$1.07M ﹤0.01%
55,860
+250
660
$1.06M ﹤0.01%
155,740
-40,631
661
$1.04M ﹤0.01%
147,008
-12,550
662
$1.02M ﹤0.01%
160,880
+93,639
663
$962K ﹤0.01%
114,830
-4,330
664
$961K ﹤0.01%
+49,700
665
$960K ﹤0.01%
17,455
-17,288
666
$941K ﹤0.01%
53,879
-4,570
667
$933K ﹤0.01%
50,142
-3,725
668
$911K ﹤0.01%
26,867
+1,200
669
$907K ﹤0.01%
+100,260
670
$892K ﹤0.01%
68,378
-70,139
671
$861K ﹤0.01%
20,486
-1,540
672
$837K ﹤0.01%
55,550
+7,000
673
$769K ﹤0.01%
207,750
+72,180
674
$677K ﹤0.01%
55,484
+250
675
$673K ﹤0.01%
160,260
+730
25 26
27
28 29