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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-73,305
702
– –
-9,722
703
– –
-12,201
704
– –
-89,848
705
– –
-80,000
706
– –
-15,195
707
– –
-1,741,491
708
– –
-186,321
709
– –
-320,812
710
– –
-51,597
711
– –
-465,474
712
– –
-143,137
713
– –
-27,140
714
– –
-13,401
715
– –
-5,597
716
– –
-97,014
717
– –
-19,856
718
– –
-47,795
719
– –
-250,703
720
– –
-590,672
721
– –
-37,253
722
– –
-53,615
723
– –
-146,614
724
– –
-44,053
725
– –
-171,464
26 27 28
29
30