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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$745K ﹤0.01%
42,059
677
$739K ﹤0.01%
+2,433
678
$732K ﹤0.01%
173,820
-25,550
679
$681K ﹤0.01%
54,335
-1,528,040
680
$649K ﹤0.01%
36,100
-16,690
681
$644K ﹤0.01%
44,021
+7,152
682
$630K ﹤0.01%
146,490
+68,204
683
$618K ﹤0.01%
393,560
-172,288
684
$604K ﹤0.01%
363,646
685
$565K ﹤0.01%
72,013
686
$545K ﹤0.01%
36,569
+7,713
687
$524K ﹤0.01%
85,000
-33,740
688
$507K ﹤0.01%
38,615
-1,064,137
689
$488K ﹤0.01%
26,900
-22,670
690
$485K ﹤0.01%
34,680
691
$468K ﹤0.01%
30,000
692
$450K ﹤0.01%
47,270
693
$427K ﹤0.01%
26,949
-672,307
694
$413K ﹤0.01%
9,867
+1,687
695
$382K ﹤0.01%
52,084
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696
$382K ﹤0.01%
5,092
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697
$363K ﹤0.01%
24,668
-585,900
698
$359K ﹤0.01%
69,387
699
$336K ﹤0.01%
107,380
+780
700
$329K ﹤0.01%
+12,572
26 27
28
29 30