Boston Partners

Boston Partners Portfolio holdings

AUM $90B
1-Year Est. Return 22.46%
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$446M 0.57%
2,721,096
+7,535
52
$442M 0.56%
7,948,841
+2,648,763
53
$442M 0.56%
12,020,198
+451,476
54
$432M 0.55%
13,333,969
+13,163,097
55
$431M 0.55%
5,864,925
+437,908
56
$418M 0.53%
12,858,558
-1,316,634
57
$415M 0.53%
8,156,585
+734,415
58
$410M 0.52%
666,514
-6,997
59
$401M 0.51%
3,817,177
+673,343
60
$397M 0.51%
4,988,879
+159,714
61
$394M 0.5%
4,849,941
+222,362
62
$391M 0.5%
10,385,613
+1,118,182
63
$386M 0.49%
8,527,002
-126,698
64
$386M 0.49%
4,845,157
+1,587,871
65
$385M 0.49%
8,223,810
+391,579
66
$384M 0.49%
15,556,069
+2,312,319
67
$374M 0.48%
25,332,928
-2,522,814
68
$371M 0.47%
4,574,824
+1,361,943
69
$370M 0.47%
12,780,102
-1,368,036
70
$367M 0.47%
3,578,268
+332,916
71
$365M 0.47%
8,212,035
+8,069,557
72
$363M 0.46%
6,568,836
+217,430
73
$362M 0.46%
17,300,962
+423,734
74
$359M 0.46%
3,026,691
-540,951
75
$359M 0.46%
3,058,351
+713,086
1 2
3
4 5