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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.49M ﹤0.01%
63,215
-31,005
652
$1.35M ﹤0.01%
112,294
+23,189
653
$1.34M ﹤0.01%
+129,756
654
$1.32M ﹤0.01%
197,316
+41,338
655
$1.31M ﹤0.01%
8,187
+3,845
656
$1.31M ﹤0.01%
+134,295
657
$1.27M ﹤0.01%
30,754
658
$1.26M ﹤0.01%
+74,070
659
$1.21M ﹤0.01%
406,661
660
$1.17M ﹤0.01%
1,228,082
-398,033
661
$1.17M ﹤0.01%
38,071
+2,682
662
$1.16M ﹤0.01%
233,340
-22,740
663
$1.11M ﹤0.01%
216,730
+1,060
664
$1.09M ﹤0.01%
66,514
+12,174
665
$1.03M ﹤0.01%
189,546
+26,066
666
$1.02M ﹤0.01%
24,020
-5,160
667
$1.01M ﹤0.01%
+77,540
668
$1.01M ﹤0.01%
+59,770
669
$894K ﹤0.01%
189,507
670
$861K ﹤0.01%
+108,300
671
$857K ﹤0.01%
84,108
672
$801K ﹤0.01%
20,486
673
$782K ﹤0.01%
444,381
674
$756K ﹤0.01%
+188,550
675
$752K ﹤0.01%
169,018
25 26
27
28 29