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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$341K ﹤0.01%
136,573
652
$311K ﹤0.01%
82,074
+1,061
653
– –
0
654
$269K ﹤0.01%
1,860
-755
655
$220K ﹤0.01%
+4,680
656
$138K ﹤0.01%
238,687
-29,513
657
$106K ﹤0.01%
14,992
658
$100K ﹤0.01%
35,310
-825
659
$93K ﹤0.01%
20,930
-172,611
660
– –
-68,366
661
– –
-727,519
662
– –
-981,050
663
– –
-10,347
664
– –
-273,608
665
– –
-84,137
666
– –
-90,431
667
– –
-353,384
668
– –
-67,310
669
– –
-30,000
670
– –
-30,000
671
– –
-283,685
672
– –
-29,100
673
– –
-2,071,277
674
– –
-446,209
675
– –
-55,044
25 26
27
28 29