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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$651K ﹤0.01%
24,330
+110
677
$546K ﹤0.01%
28,380
-270,090
678
$541K ﹤0.01%
34,680
-2,414
679
$518K ﹤0.01%
+59,104
680
$496K ﹤0.01%
7,588
-3,184
681
$486K ﹤0.01%
27,577
-2,447
682
$468K ﹤0.01%
19,949
683
$468K ﹤0.01%
60,900
684
$397K ﹤0.01%
8,340
-978,531
685
$384K ﹤0.01%
207,710
+2,050
686
$342K ﹤0.01%
59,455
687
$342K ﹤0.01%
9,183
+470
688
$302K ﹤0.01%
6,746
+22
689
$299K ﹤0.01%
+8,600
690
$282K ﹤0.01%
8,800
691
$268K ﹤0.01%
23,060
692
$263K ﹤0.01%
17,193
693
$258K ﹤0.01%
2,797
-48
694
$245K ﹤0.01%
11,268
695
$242K ﹤0.01%
2,803
-707
696
$212K ﹤0.01%
5,219
+163
697
$207K ﹤0.01%
+6,440
698
$177K ﹤0.01%
84,958
699
$165K ﹤0.01%
13,702
700
$140K ﹤0.01%
16,053
26 27
28
29 30