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
$73.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$903M
2
+$369M
3
+$341M
4
UHS icon
Universal Health Services
UHS
+$294M
5
TTE icon
TotalEnergies
TTE
+$289M

Top Sells

1
+$1.05B
2
+$400M
3
+$391M
4
BA icon
Boeing
BA
+$349M
5
SLG icon
SL Green Realty
SLG
+$327M

Sector Composition

1 Financials 26.75%
2 Healthcare 13.56%
3 Industrials 13.48%
4 Technology 10.06%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3K ﹤0.01%
+72
702
$3K ﹤0.01%
+51
703
$3K ﹤0.01%
+125
704
$2K ﹤0.01%
15
-211,935
705
$2K ﹤0.01%
+45
706
$2K ﹤0.01%
+40
707
$1K ﹤0.01%
+12
708
$1K ﹤0.01%
+5
709
$1K ﹤0.01%
+30
710
$1K ﹤0.01%
+148
711
$1K ﹤0.01%
+25
712
$1K ﹤0.01%
+20
713
$1K ﹤0.01%
+39
714
– –
-1,517,185
715
– –
-3,802,628
716
– –
-96,238
717
– –
-92,242
718
– –
-198,440
719
– –
-14,063
720
– –
-1,035,188
721
– –
-68,866
722
– –
-9,929
723
– –
-31,056
724
– –
-29,400
725
– –
-472,988
27 28
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