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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$501K ﹤0.01%
19,707
677
$497K ﹤0.01%
24,498
+3,432
678
$489K ﹤0.01%
199,531
679
$465K ﹤0.01%
7,391
-57
680
$464K ﹤0.01%
67,362
681
$460K ﹤0.01%
16,392
-4,605
682
$457K ﹤0.01%
+25,000
683
$440K ﹤0.01%
52,813
684
$435K ﹤0.01%
39,613
-12,901
685
$433K ﹤0.01%
+85,840
686
$426K ﹤0.01%
22,456
-3,448
687
$419K ﹤0.01%
3,458
-778
688
$418K ﹤0.01%
184,152
+2,789
689
$401K ﹤0.01%
28,955
690
$392K ﹤0.01%
1,655
-6,015
691
$384K ﹤0.01%
981
-144
692
$368K ﹤0.01%
57,039
+864
693
$358K ﹤0.01%
+13,085
694
$348K ﹤0.01%
31,115
-6,093
695
$290K ﹤0.01%
469
-3
696
$264K ﹤0.01%
28,797
+436
697
$250K ﹤0.01%
12,514
-1,014,897
698
$247K ﹤0.01%
+8,377
699
$238K ﹤0.01%
+25,285
700
$227K ﹤0.01%
98,007
26 27
28
29 30