Boston Partners

Boston Partners Portfolio holdings

AUM $96.6B
1-Year Est. Return 25.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$867M
2
+$332M
3
+$295M
4
TTE icon
TotalEnergies
TTE
+$288M
5
UHS icon
Universal Health Services
UHS
+$284M

Top Sells

1
+$1.07B
2
+$410M
3
+$375M
4
BA icon
Boeing
BA
+$328M
5
NTR icon
Nutrien
NTR
+$325M

Sector Composition

1 Financials 26.75%
2 Industrials 13.57%
3 Healthcare 13.56%
4 Technology 9.96%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$142K ﹤0.01%
+3,296
652
$139K ﹤0.01%
+3,269
653
$138K ﹤0.01%
+3,643
654
$136K ﹤0.01%
+4,040
655
$133K ﹤0.01%
5,765
-458,183
656
$125K ﹤0.01%
+2,755
657
$119K ﹤0.01%
+2,093
658
$119K ﹤0.01%
+5,018
659
$115K ﹤0.01%
+5,562
660
$114K ﹤0.01%
+18,511
661
$114K ﹤0.01%
+4,613
662
$108K ﹤0.01%
+965
663
$107K ﹤0.01%
+2,960
664
$106K ﹤0.01%
+1,141
665
$104K ﹤0.01%
721
-1,139
666
$102K ﹤0.01%
+9,038
667
$96K ﹤0.01%
+4,053
668
$92K ﹤0.01%
+1,043
669
$90K ﹤0.01%
+2,402
670
$83K ﹤0.01%
+7,749
671
$77K ﹤0.01%
11,216
-3,776
672
$76K ﹤0.01%
+171
673
$76K ﹤0.01%
+666
674
$73K ﹤0.01%
+1,082
675
$63K ﹤0.01%
+6,159
25 26
27
28 29