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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$371M 0.55%
28,391,876
+5,778,577
52
$367M 0.54%
16,234,783
+429,287
53
$359M 0.53%
2,581,917
-475,867
54
$358M 0.53%
3,462,187
-611,062
55
$352M 0.52%
5,467,820
+705,209
56
$351M 0.52%
2,234,007
+165,145
57
$346M 0.51%
10,987,661
+882,338
58
$344M 0.51%
3,540,957
+1,195,529
59
$344M 0.51%
9,406,166
+583,833
60
$341M 0.5%
3,284,412
-590,248
61
$339M 0.5%
1,530,099
-1,436,183
62
$308M 0.45%
2,392,861
+1,779,865
63
$306M 0.45%
2,910,961
+15,692
64
$306M 0.45%
7,819,491
+257,228
65
$305M 0.45%
6,537,791
+557,899
66
$304M 0.45%
+16,274,531
67
$299M 0.44%
8,205,000
+175,058
68
$299M 0.44%
24,981,004
+2,100,228
69
$296M 0.44%
2,537,060
-575,496
70
$295M 0.43%
3,620,710
+45,829
71
$291M 0.43%
4,862,155
-193,701
72
$281M 0.41%
4,534,453
-2,847,288
73
$280M 0.41%
4,205,660
-1,100,320
74
$279M 0.41%
562,370
+2,511
75
$278M 0.41%
8,081,091
+1,351,187
1 2
3
4 5