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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$654K ﹤0.01%
9,203
+93
652
$649K ﹤0.01%
+15,324
653
$647K ﹤0.01%
105,729
+1,603
654
$636K ﹤0.01%
42,870
+8,891
655
$624K ﹤0.01%
48,933
+5,869
656
$622K ﹤0.01%
+8,920
657
$620K ﹤0.01%
1,716
-29
658
$618K ﹤0.01%
27,375
+592
659
$614K ﹤0.01%
+208,955
660
$608K ﹤0.01%
7,674
661
$607K ﹤0.01%
49,121
-6,258
662
$601K ﹤0.01%
43,901
+665
663
$600K ﹤0.01%
+25,381
664
$581K ﹤0.01%
20,751
+315
665
$579K ﹤0.01%
78,953
+1,196
666
$570K ﹤0.01%
+6,213
667
$569K ﹤0.01%
68,184
-3,270
668
$559K ﹤0.01%
57,590
+5,334
669
$531K ﹤0.01%
33,460
-3,854
670
$528K ﹤0.01%
46,158
+2,219
671
$522K ﹤0.01%
+49,474
672
$522K ﹤0.01%
58,536
-30,580
673
$514K ﹤0.01%
+19,377
674
$513K ﹤0.01%
20,984
+13,660
675
$505K ﹤0.01%
48,881
+741
25 26
27
28 29