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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.62M ﹤0.01%
10,000
-391,568
677
$1.6M ﹤0.01%
77,272
+1,984
678
$1.59M ﹤0.01%
220,054
679
$1.58M ﹤0.01%
852,866
680
$1.55M ﹤0.01%
268,829
681
$1.54M ﹤0.01%
+19,170
682
$1.54M ﹤0.01%
+209,000
683
$1.52M ﹤0.01%
44,286
-1,413
684
$1.52M ﹤0.01%
258,521
685
$1.46M ﹤0.01%
40,600
-208,400
686
$1.43M ﹤0.01%
8,306
687
$1.42M ﹤0.01%
22,752
+4,051
688
$1.4M ﹤0.01%
+65,500
689
$1.34M ﹤0.01%
134,761
690
$1.3M ﹤0.01%
636,434
-169,180
691
$1.3M ﹤0.01%
39,390
-3,833
692
$1.24M ﹤0.01%
192,958
693
$1.22M ﹤0.01%
+46,703
694
$1.21M ﹤0.01%
56,000
+8,400
695
$1.18M ﹤0.01%
793,819
+672,667
696
$1.17M ﹤0.01%
41,991
+898
697
$1.09M ﹤0.01%
279
-110
698
$1.08M ﹤0.01%
182,700
-11,300
699
$1.06M ﹤0.01%
+62,717
700
$1.05M ﹤0.01%
50,500
-859,309
26 27
28
29 30