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
$68.3B
AUM Growth
-$3.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$368M
2
+$326M
3
+$268M
4
JPM icon
JPMorgan Chase
JPM
+$235M
5
SNY icon
Sanofi
SNY
+$223M

Top Sells

1
+$603M
2
+$482M
3
+$214M
4
KLAC icon
KLA
KLAC
+$203M
5
UNH icon
UnitedHealth
UNH
+$199M

Sector Composition

1 Financials 18.86%
2 Healthcare 17.72%
3 Industrials 14.6%
4 Technology 13.23%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$398M 0.58%
5,920,365
+383,311
52
$397M 0.58%
22,620,045
+3,640,145
53
$397M 0.58%
6,806,157
+200,202
54
$396M 0.58%
20,234,917
-2,471,901
55
$394M 0.58%
6,150,062
+1,887,275
56
$387M 0.57%
4,866,156
-461,413
57
$385M 0.56%
8,263,633
+3,936,601
58
$374M 0.55%
6,536,681
+224,993
59
$373M 0.55%
10,591,592
+296,422
60
$372M 0.54%
4,091,007
-380,547
61
$371M 0.54%
4,906,267
-2,203,447
62
$368M 0.54%
7,695,276
+1,023,361
63
$364M 0.53%
4,137,195
+103,470
64
$361M 0.53%
17,088,246
+1,895,015
65
$356M 0.52%
1,045,070
-567,697
66
$348M 0.51%
13,124,202
-315,282
67
$342M 0.5%
3,807,096
+654,482
68
$337M 0.49%
3,783,231
+31,596
69
$337M 0.49%
2,707,454
+2,148,764
70
$326M 0.48%
+8,800,892
71
$321M 0.47%
3,518,196
+82,075
72
$318M 0.47%
13,469,080
-7,158
73
$318M 0.47%
1,168,327
+248,072
74
$317M 0.46%
941,527
-126,471
75
$314M 0.46%
15,598,077
-1,632,456
1 2
3
4 5