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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$339M 0.62%
5,601,744
+557,791
52
$336M 0.61%
7,146,487
-407,561
53
$335M 0.61%
11,428,788
-485,130
54
$335M 0.61%
4,274,120
+315,890
55
$319M 0.58%
1,645,656
-679,662
56
$308M 0.56%
25,842,837
-10,842,716
57
$307M 0.56%
12,523,486
+3,545,188
58
$305M 0.56%
8,399,354
-238,408
59
$298M 0.54%
3,161,359
+239,899
60
$297M 0.54%
1,791,171
-631,694
61
$297M 0.54%
1,927,520
-16,305
62
$287M 0.52%
1,588,145
-1,381,762
63
$282M 0.51%
11,060,565
-1,453,459
64
$281M 0.51%
10,149,326
+10,105,087
65
$281M 0.51%
679,942
+95
66
$264M 0.48%
15,801,752
+7,170,039
67
$253M 0.46%
4,339,943
-66,396
68
$249M 0.45%
2,036,720
-152,180
69
$247M 0.45%
4,898,079
+810,679
70
$247M 0.45%
15,851,711
+15,826,616
71
$245M 0.45%
470,533
-35,748
72
$242M 0.44%
42,690,718
+2,264,667
73
$236M 0.43%
1,282,897
-160,516
74
$236M 0.43%
2,475,438
-718,315
75
$235M 0.43%
25,157,523
+14,976,772
1 2
3
4 5