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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$297K ﹤0.01%
8,800
702
$294K ﹤0.01%
2,740
703
$286K ﹤0.01%
11,268
704
$282K ﹤0.01%
+23,984
705
$280K ﹤0.01%
83,295
706
$271K ﹤0.01%
16,290
-501,760
707
$269K ﹤0.01%
10,112
-69
708
$251K ﹤0.01%
7,534
+42
709
$247K ﹤0.01%
2,319
+160
710
$187K ﹤0.01%
+663
711
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45,900
-120,088
712
$93K ﹤0.01%
+1,000
713
$82K ﹤0.01%
+12,660
714
$50K ﹤0.01%
43,297
-41,659
715
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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
– –
-2,630,191
27 28
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