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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$978K ﹤0.01%
45,484
+11,761
702
$957K ﹤0.01%
335,845
-25,400
703
$923K ﹤0.01%
170,153
-35,658
704
$915K ﹤0.01%
277,167
+157,186
705
$911K ﹤0.01%
78,834
706
$855K ﹤0.01%
+25,853
707
$801K ﹤0.01%
42,215
+847
708
$749K ﹤0.01%
26,000
-7,700
709
$706K ﹤0.01%
+6,800
710
$663K ﹤0.01%
+14,942
711
$655K ﹤0.01%
+8,269
712
$647K ﹤0.01%
+8,300
713
$645K ﹤0.01%
+7,000
714
$638K ﹤0.01%
+42,722
715
$622K ﹤0.01%
398,841
716
$619K ﹤0.01%
+21,100
717
$607K ﹤0.01%
+19,500
718
$606K ﹤0.01%
+7,500
719
$606K ﹤0.01%
13,614
720
$599K ﹤0.01%
13,300
-300
721
$594K ﹤0.01%
+12,900
722
$589K ﹤0.01%
76,400
-800
723
$588K ﹤0.01%
+18,545
724
$584K ﹤0.01%
6,400
-1,158,168
725
$582K ﹤0.01%
+4,300
27 28
29
30 31