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
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$182M
4
AVGO icon
Broadcom
AVGO
+$178M
5
WDC icon
Western Digital
WDC
+$163M

Top Sells

1
+$255M
2
+$228M
3
+$149M
4
PARA
Paramount Global Class B
PARA
+$148M
5
MCK icon
McKesson
MCK
+$140M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.11%
4 Industrials 10.61%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$287M 0.59%
6,971,291
+1,048,642
52
$285M 0.59%
11,346,061
+5,784,555
53
$275M 0.56%
4,904,131
-522,408
54
$270M 0.55%
3,586,599
-3,021,827
55
$262M 0.54%
44,776,377
+8,375,623
56
$258M 0.53%
6,407,855
+356,585
57
$243M 0.5%
2,618,616
+268,467
58
$242M 0.5%
3,794,324
-2,324,409
59
$241M 0.49%
5,061,462
-435,344
60
$236M 0.48%
2,603,290
+48,057
61
$235M 0.48%
4,531,275
+670,435
62
$233M 0.48%
4,285,807
+415,534
63
$227M 0.46%
2,639,004
-188,254
64
$225M 0.46%
2,494,790
+185,483
65
$222M 0.45%
4,256,492
-108,234
66
$220M 0.45%
2,958,674
+802,639
67
$218M 0.45%
1,231,537
+128,535
68
$218M 0.45%
4,120,933
+207,777
69
$212M 0.43%
4,621,480
+698,747
70
$207M 0.42%
2,921,259
+268,425
71
$204M 0.42%
4,235,917
+85,420
72
$203M 0.42%
5,824,910
+741,641
73
$202M 0.41%
4,588,697
+120,867
74
$202M 0.41%
11,310,211
+848,361
75
$201M 0.41%
20,974,385
+6,114,652
1 2
3
4 5