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
$50.4B
AUM Growth
-$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$571M
2
+$386M
3
+$339M
4
KMB icon
Kimberly-Clark
KMB
+$303M
5
AZO icon
AutoZone
AZO
+$292M

Top Sells

1
+$403M
2
+$374M
3
+$349M
4
BIIB icon
Biogen
BIIB
+$336M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$326M

Sector Composition

1 Financials 23.5%
2 Healthcare 18.15%
3 Industrials 14.98%
4 Technology 12.01%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-4,680
702
– –
-41,544
703
– –
-12,546
704
– –
-258,847
705
– –
-43,796
706
– –
-6,000
707
– –
-1,987,056
708
– –
-633
709
– –
-1,486,902
710
– –
-14,374
711
– –
-99,229
712
– –
-3,269
713
– –
-7,701
714
– –
-10,518,558
715
– –
-6,828
716
– –
-51
717
– –
-2,512
718
– –
-56,368
719
– –
-12,800
720
– –
-54,012
721
– –
-19,523,485
722
– –
-27,100
723
– –
-6,094
724
– –
-3,878
725
– –
-12
27 28
29
30 31