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Boston Partners Portfolio holdings
AUM
$95.5B
1-Year Est. Return
28.4%
This Fund
S&P 500
This Quarter
Est. Return
+2.45%
1 Year Est. Return
+28.4%
3 Year Est. Return
+84.58%
5 Year Est. Return
+116.72%
10 Year Est. Return
+426.49%
AUM
$73.8B
AUM Growth
-$2.4B
(-3.2%)
Cap. Flow
-$3.24B
Cap. Flow
% of AUM
-4.39%
Top 10 Holdings %
Top 10 Hldgs %
15.79%
Holding
760
New
101
Increased
146
Reduced
447
Closed
46
Top Buys
| 1 |
JPMorgan Chase
JPM
|
+$867M |
| 2 |
Lennar Class A
LEN
|
+$332M |
| 3 |
Marathon Petroleum
MPC
|
+$295M |
| 4 |
TotalEnergies
TTE
|
+$288M |
| 5 |
Universal Health Services
UHS
|
+$284M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
+$1.07B |
| 2 |
Chevron
CVX
|
+$410M |
| 3 |
Lowe's Companies
LOW
|
+$375M |
| 4 |
Boeing
BA
|
+$328M |
| 5 |
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% |
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