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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$382M 0.57%
4,904,568
-123,941
52
$377M 0.56%
4,111,969
-304,138
53
$375M 0.56%
3,282,511
+26,054
54
$371M 0.55%
7,055,556
-234,590
55
$369M 0.55%
4,596,457
+232,732
56
$360M 0.54%
12,749,404
-11,215,792
57
$350M 0.52%
3,492,390
+11,510
58
$350M 0.52%
15,799,456
-370,884
59
$349M 0.52%
7,178,566
-205,244
60
$345M 0.51%
2,235,780
+1,739,509
61
$336M 0.5%
+4,929,075
62
$330M 0.49%
7,625,488
-366,445
63
$326M 0.49%
8,856,540
+6,757,636
64
$304M 0.45%
5,752,042
-659,705
65
$304M 0.45%
8,018,181
+1,115,113
66
$303M 0.45%
+3,658,508
67
$298M 0.44%
1,862,303
+41,146
68
$297M 0.44%
5,454,632
+233,630
69
$291M 0.43%
13,937,577
-517,454
70
$290M 0.43%
4,787,797
+368,623
71
$282M 0.42%
2,371,967
+112,810
72
$281M 0.42%
3,110,481
+111,804
73
$276M 0.41%
6,129,466
-232,638
74
$274M 0.41%
7,363,845
+178,511
75
$273M 0.41%
4,464,762
-334,593
1 2
3
4 5