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
$68.3B
AUM Growth
-$3.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$368M
2
+$326M
3
+$268M
4
JPM icon
JPMorgan Chase
JPM
+$235M
5
SNY icon
Sanofi
SNY
+$223M

Top Sells

1
+$603M
2
+$482M
3
+$214M
4
KLAC icon
KLA
KLAC
+$203M
5
UNH icon
UnitedHealth
UNH
+$199M

Sector Composition

1 Financials 18.86%
2 Healthcare 17.72%
3 Industrials 14.6%
4 Technology 13.23%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$94K ﹤0.01%
10,634
-43,146
702
$82K ﹤0.01%
12,162
+134
703
$80K ﹤0.01%
59,968
+259
704
$77K ﹤0.01%
+568,264
705
$77K ﹤0.01%
+54,578
706
$76K ﹤0.01%
+41,339
707
$65K ﹤0.01%
+406,919
708
$60K ﹤0.01%
43,091
+164
709
$51K ﹤0.01%
+48,396
710
$51K ﹤0.01%
3,138
-1,828
711
$46K ﹤0.01%
90,464
-101,704
712
$42K ﹤0.01%
14,548
+61
713
$40K ﹤0.01%
+51,199
714
$34K ﹤0.01%
19,273
+74
715
$31K ﹤0.01%
103,043
+446
716
$28K ﹤0.01%
+252,354
717
$26K ﹤0.01%
269,479
-148,101
718
$25K ﹤0.01%
19,264
+73
719
$19K ﹤0.01%
+16,073
720
– –
-453,713
721
– –
-35,617
722
– –
-15,294
723
– –
-2,972
724
– –
-2,165,421
725
– –
-16,385
27 28
29
30 31