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
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$182M
4
AVGO icon
Broadcom
AVGO
+$178M
5
WDC icon
Western Digital
WDC
+$163M

Top Sells

1
+$255M
2
+$228M
3
+$149M
4
PARA
Paramount Global Class B
PARA
+$148M
5
MCK icon
McKesson
MCK
+$140M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.11%
4 Industrials 10.61%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$570K ﹤0.01%
29,709
-283
677
$562K ﹤0.01%
36,855
678
$553K ﹤0.01%
61,076
679
$551K ﹤0.01%
18,061
-298
680
$520K ﹤0.01%
111,193
-1,040
681
$500K ﹤0.01%
51,900
+17,600
682
$452K ﹤0.01%
10,950
+17
683
$437K ﹤0.01%
+59,455
684
$377K ﹤0.01%
60,700
-36,304
685
$376K ﹤0.01%
+5,000
686
$367K ﹤0.01%
+13,300
687
$336K ﹤0.01%
8,749
+2,446
688
$332K ﹤0.01%
+3,530
689
$331K ﹤0.01%
15,840
690
$326K ﹤0.01%
29,000
691
$293K ﹤0.01%
3,510
692
$281K ﹤0.01%
34,240
693
$272K ﹤0.01%
8,800
694
$270K ﹤0.01%
6,669
695
$252K ﹤0.01%
+4,000
696
$246K ﹤0.01%
12,819
-270,550
697
$244K ﹤0.01%
7,593
698
$237K ﹤0.01%
16,500
-7,300
699
– –
0
700
$207K ﹤0.01%
13,702
26 27
28
29 30