Boston Partners

Boston Partners Portfolio holdings

AUM $96.6B
1-Year Est. Return 25.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.5B
AUM Growth
-$470M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$531M
2
+$311M
3
+$243M
4
SNY icon
Sanofi
SNY
+$224M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$219M

Top Sells

1
+$364M
2
+$292M
3
+$274M
4
DINO icon
HF Sinclair
DINO
+$253M
5
TGNA icon
TEGNA Inc
TGNA
+$211M

Sector Composition

1 Financials 18.6%
2 Healthcare 16.65%
3 Technology 14.96%
4 Industrials 14.22%
5 Energy 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-217,239
702
– –
-4,492
703
– –
-119,337
704
– –
-18,936
705
– –
-81,615
706
– –
-8,560
707
– –
-4,090
708
– –
-42,564
709
– –
-26,037
710
– –
-29,266
711
– –
-21,725
712
– –
-1,200,908
713
– –
-4,864
714
– –
-55,183
715
– –
-2,058
716
– –
-15,000
717
– –
-42,231
718
– –
-86,248
719
– –
-1,421
720
– –
-3,788
721
– –
-31,393
722
– –
-11,693,371
723
– –
-84,534
724
– –
-45,796
725
– –
-10,597
27 28
29
30 31