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
$72.7B
AUM Growth
-$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$462M
2
+$443M
3
+$419M
4
HAL icon
Halliburton
HAL
+$387M
5
BMY icon
Bristol-Myers Squibb
BMY
+$297M

Top Sells

1
+$473M
2
+$407M
3
+$362M
4
ABBV icon
AbbVie
ABBV
+$337M
5
UNP icon
Union Pacific
UNP
+$299M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.9%
3 Technology 15.79%
4 Industrials 15.33%
5 Consumer Discretionary 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$177K ﹤0.01%
+45,992
677
$177K ﹤0.01%
31,421
-22,793
678
$171K ﹤0.01%
40,428
-4,645
679
$171K ﹤0.01%
+6,145
680
$163K ﹤0.01%
+12,838
681
$109K ﹤0.01%
13,782
+427
682
$47.2K ﹤0.01%
12,615
-88,215
683
$45.7K ﹤0.01%
+69,364
684
$43.5K ﹤0.01%
+29,741
685
$34.5K ﹤0.01%
+14,052
686
$30.7K ﹤0.01%
+153
687
$29.2K ﹤0.01%
62,717
-1,314,274
688
$27.3K ﹤0.01%
16,749
-69,166
689
$18.5K ﹤0.01%
+113,838
690
$14.6K ﹤0.01%
+28,613
691
$12.9K ﹤0.01%
19,488
692
– –
-20,236
693
– –
-5,214
694
– –
-47,560
695
– –
-43,155
696
– –
-1,423,154
697
– –
-1,465,529
698
– –
-819,297
699
– –
-106,586
700
– –
-40,187
26 27
28
29 30