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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.23M ﹤0.01%
+330,990
652
$2.23M ﹤0.01%
42,782
653
$2.2M ﹤0.01%
44,873
654
$2.18M ﹤0.01%
83,302
+33,302
655
$2.15M ﹤0.01%
7,966
+5,234
656
$2.15M ﹤0.01%
46,719
657
$2.14M ﹤0.01%
167,362
658
$2.12M ﹤0.01%
10,000
659
$2.05M ﹤0.01%
+82,600
660
$2.04M ﹤0.01%
104,900
-500
661
$2.01M ﹤0.01%
18,180
-110
662
$2M ﹤0.01%
105,614
-7,322
663
$2M ﹤0.01%
+259,615
664
$1.98M ﹤0.01%
129,716
+2,829
665
$1.97M ﹤0.01%
115,908
+31,800
666
$1.96M ﹤0.01%
115,279
+2,354
667
$1.91M ﹤0.01%
38,853
668
$1.89M ﹤0.01%
50,000
+20,000
669
$1.89M ﹤0.01%
108,230
670
$1.82M ﹤0.01%
505,800
+222,900
671
$1.72M ﹤0.01%
119,970
-26,630
672
$1.69M ﹤0.01%
10,583
+34
673
$1.66M ﹤0.01%
428,697
674
$1.65M ﹤0.01%
+138,470
675
$1.64M ﹤0.01%
115,162
-177,053
25 26
27
28 29