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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$202K ﹤0.01%
24,910
-385,804
702
$156K ﹤0.01%
+22,185
703
$97.2K ﹤0.01%
+12,393
704
$48.6K ﹤0.01%
18,751
-34,861
705
– –
-2,003
706
– –
-19,463
707
– –
-49,293
708
– –
-140,791
709
– –
-684,172
710
– –
-2,401,323
711
– –
-23,899
712
– –
-90,537
713
– –
-425,777
714
– –
-37,229
715
– –
-157,582
716
– –
-144,727
717
– –
-29,977
718
– –
-629,173
719
– –
-1,542,079
720
– –
-143,445
721
– –
-14,015
722
– –
-517,676
723
– –
-189,139
724
– –
-539,313
725
– –
-253,841
27 28
29
30 31