Boston Partners

Boston Partners Portfolio holdings

AUM $96.6B
1-Year Est. Return 25.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$867M
2
+$332M
3
+$295M
4
TTE icon
TotalEnergies
TTE
+$288M
5
UHS icon
Universal Health Services
UHS
+$284M

Top Sells

1
+$1.07B
2
+$410M
3
+$375M
4
BA icon
Boeing
BA
+$328M
5
NTR icon
Nutrien
NTR
+$325M

Sector Composition

1 Financials 26.75%
2 Industrials 13.57%
3 Healthcare 13.56%
4 Technology 9.96%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$58K ﹤0.01%
+4,695
677
$57K ﹤0.01%
+620
678
$55K ﹤0.01%
+1,204
679
$52K ﹤0.01%
+264
680
$51K ﹤0.01%
+632
681
$50K ﹤0.01%
+24,216
682
$48K ﹤0.01%
+4,617
683
$48K ﹤0.01%
+1,619
684
$48K ﹤0.01%
+10,632
685
$31K ﹤0.01%
+1,617
686
$31K ﹤0.01%
+2,512
687
$30K ﹤0.01%
1,010
-4,421,812
688
$27K ﹤0.01%
1,897
-344,055
689
$25K ﹤0.01%
702
-9,999
690
$25K ﹤0.01%
+703
691
$16K ﹤0.01%
+120
692
$12K ﹤0.01%
+51
693
$12K ﹤0.01%
+313
694
$11K ﹤0.01%
4,207
-31,103
695
$11K ﹤0.01%
+1,295
696
$8K ﹤0.01%
+67
697
$7K ﹤0.01%
+130
698
$6K ﹤0.01%
+15
699
$5K ﹤0.01%
+102
700
$3K ﹤0.01%
+30
26 27
28
29 30