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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$434M 0.57%
8,546,693
-1,451,724
52
$432M 0.57%
17,270,504
+19,742
53
$423M 0.55%
30,251,100
-102,033
54
$423M 0.55%
5,564,661
-137,077
55
$421M 0.55%
2,835,793
-350,160
56
$419M 0.55%
6,870,671
-92,935
57
$419M 0.55%
223,504
+48,051
58
$418M 0.55%
5,036,857
-1,449,881
59
$417M 0.55%
2,713,387
-883,145
60
$413M 0.54%
6,972,512
-17,157
61
$406M 0.53%
5,224,133
-1,361,814
62
$402M 0.53%
7,202,381
+4,914,767
63
$400M 0.53%
27,296,149
+216,205
64
$392M 0.51%
4,310,548
-575,471
65
$391M 0.51%
9,885,795
-6,629,991
66
$388M 0.51%
28,056,162
+878,068
67
$388M 0.51%
6,947,760
+1,232,708
68
$385M 0.5%
4,766,243
+1,718,237
69
$383M 0.5%
3,763,778
+729,863
70
$367M 0.48%
1,569,859
+647,141
71
$359M 0.47%
6,063,064
+858,697
72
$358M 0.47%
3,922,560
-3,289,487
73
$357M 0.47%
2,892,907
-69,028
74
$346M 0.45%
7,046,122
+1,308,268
75
$340M 0.45%
6,819,597
+204,141
1 2
3
4 5