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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$262K ﹤0.01%
794
-187
677
$255K ﹤0.01%
7,065
-7,629
678
$253K ﹤0.01%
118,409
-3,853
679
$253K ﹤0.01%
38,717
+288
680
$250K ﹤0.01%
158,524
+1,178
681
$249K ﹤0.01%
21,747
-5,338
682
$248K ﹤0.01%
+28,841
683
$248K ﹤0.01%
32,679
+241
684
$247K ﹤0.01%
10,086
-1,311,286
685
$246K ﹤0.01%
155,531
+1,155
686
$244K ﹤0.01%
8,775
+66
687
$241K ﹤0.01%
+34,175
688
$240K ﹤0.01%
10,935
-855
689
$238K ﹤0.01%
129,631
+3,826
690
$234K ﹤0.01%
7,221
-4,459
691
$223K ﹤0.01%
19,253
-578,509
692
$221K ﹤0.01%
43,661
+326
693
$220K ﹤0.01%
1,663
-1,775
694
$218K ﹤0.01%
40,978
+9,433
695
$202K ﹤0.01%
+13,640
696
$202K ﹤0.01%
18,680
+139
697
$199K ﹤0.01%
32,272
+5,065
698
$150K ﹤0.01%
+34,599
699
$149K ﹤0.01%
+148,607
700
$67.7K ﹤0.01%
+188,165
26 27
28
29 30