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
$54.8B
AUM Growth
+$6.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$224M
3
+$211M
4
VLO icon
Valero Energy
VLO
+$207M
5
APOL
Apollo Education Group Inc Class A
APOL
+$195M

Top Sells

1
+$327M
2
+$201M
3
+$180M
4
UNH icon
UnitedHealth
UNH
+$178M
5
TGT icon
Target
TGT
+$168M

Sector Composition

1 Financials 24.75%
2 Healthcare 15.56%
3 Technology 14.15%
4 Industrials 9.87%
5 Energy 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$270K ﹤0.01%
8,800
702
$262K ﹤0.01%
3,510
703
$260K ﹤0.01%
16,500
704
$248K ﹤0.01%
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705
$248K ﹤0.01%
6,669
706
$243K ﹤0.01%
+16,515
707
$236K ﹤0.01%
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708
$222K ﹤0.01%
11,268
709
$212K ﹤0.01%
13,702
710
– –
0
711
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+16,549
712
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20,000
-1,600
713
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3,877
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714
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715
– –
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716
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717
– –
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718
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719
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720
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721
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722
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723
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724
– –
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725
– –
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