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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$418K ﹤0.01%
36,641
-2,972
652
$410K ﹤0.01%
89,267
+18,065
653
$409K ﹤0.01%
217,774
-315,187
654
$406K ﹤0.01%
18,488
+138
655
$398K ﹤0.01%
25,521
+1,023
656
$381K ﹤0.01%
21,457
+158
657
$378K ﹤0.01%
69,720
-10,659
658
$375K ﹤0.01%
69,258
-1,058
659
$370K ﹤0.01%
9,098
-2,401
660
$361K ﹤0.01%
+49,105
661
$357K ﹤0.01%
47,633
-28,832
662
$354K ﹤0.01%
13,089
+96
663
$353K ﹤0.01%
14,655
-10,397
664
$347K ﹤0.01%
16,630
+125
665
$342K ﹤0.01%
5,284
-48
666
$328K ﹤0.01%
4,997
-22,931
667
$321K ﹤0.01%
44,078
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668
$321K ﹤0.01%
85,106
-281,122
669
$318K ﹤0.01%
+4,893
670
$308K ﹤0.01%
25,108
-4,142
671
$303K ﹤0.01%
+1,502
672
$290K ﹤0.01%
+26,237
673
$286K ﹤0.01%
20,156
-1,502
674
$274K ﹤0.01%
406,945
-86,368
675
$272K ﹤0.01%
11,772
-2,581
25 26
27
28 29