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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$515M 0.61%
5,134,025
-3,443,473
52
$503M 0.59%
27,493,195
-4,928,351
53
$498M 0.59%
2,735,888
-21,936
54
$494M 0.58%
19,127,355
-104,570
55
$493M 0.58%
50,239
+338
56
$492M 0.58%
2,445,629
+37,546
57
$491M 0.58%
7,283,039
+3,555,318
58
$490M 0.58%
1,324,193
+107,963
59
$481M 0.57%
2,317,421
+497,803
60
$464M 0.55%
44,064,007
+11,353,193
61
$463M 0.55%
4,397,779
-8,424
62
$461M 0.54%
2,687,240
-580,501
63
$442M 0.52%
1,282,968
+251,448
64
$440M 0.52%
4,259,455
+402,331
65
$436M 0.51%
879,869
-250,291
66
$434M 0.51%
1,435,733
-30,819
67
$427M 0.5%
1,566,601
+474,447
68
$426M 0.5%
3,732,864
-57,823
69
$422M 0.5%
9,511,214
+30,887
70
$421M 0.5%
+1,038,956
71
$418M 0.49%
2,549,637
-19,394
72
$414M 0.49%
3,417,673
+321,546
73
$411M 0.48%
2,945,348
-1,720
74
$407M 0.48%
2,501,662
-60,675
75
$398M 0.47%
17,229,866
+293,047
1 2
3
4 5