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
$54.4B
AUM Growth
+$4.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$324M
3
+$309M
4
NVS icon
Novartis
NVS
+$293M
5
SSNC icon
SS&C Technologies
SSNC
+$285M

Top Sells

1
+$583M
2
+$571M
3
+$542M
4
B
Barrick Mining
B
+$405M
5
CMCSA icon
Comcast
CMCSA
+$391M

Sector Composition

1 Financials 21.37%
2 Healthcare 16.65%
3 Industrials 14.47%
4 Technology 14.11%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$341M 0.63%
1,970,829
-83,122
52
$338M 0.62%
1,662,991
-488,889
53
$332M 0.61%
1,904,594
+229,569
54
$330M 0.61%
4,047,158
-181,350
55
$327M 0.6%
2,422,865
+1,499,271
56
$311M 0.57%
8,637,762
+2,862,707
57
$309M 0.57%
+2,966,745
58
$307M 0.56%
3,958,230
+270,133
59
$296M 0.54%
17,435,761
+8,157,812
60
$292M 0.54%
1,943,825
+10,117
61
$285M 0.52%
+5,043,953
62
$283M 0.52%
2,921,460
-461,612
63
$281M 0.52%
1,238,665
+29,390
64
$280M 0.51%
4,406,339
-264,621
65
$279M 0.51%
14,934,825
+14,708,669
66
$268M 0.49%
12,514,024
+2,362,438
67
$265M 0.49%
1,683,975
-187,125
68
$264M 0.48%
7,797,133
+3,089,020
69
$264M 0.48%
679,847
-124,448
70
$258M 0.47%
8,831,644
+44,699
71
$254M 0.47%
1,777,138
-78,941
72
$250M 0.46%
3,193,753
+546,860
73
$248M 0.45%
4,856,418
-3,349,856
74
$248M 0.45%
506,281
-197,713
75
$247M 0.45%
4,142,486
+487,951
1 2
3
4 5