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
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$182M
4
AVGO icon
Broadcom
AVGO
+$178M
5
WDC icon
Western Digital
WDC
+$163M

Top Sells

1
+$255M
2
+$228M
3
+$149M
4
PARA
Paramount Global Class B
PARA
+$148M
5
MCK icon
McKesson
MCK
+$140M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.09%
4 Industrials 10.62%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-6,825
727
– –
-332,860
728
– –
-446,452
729
– –
-75,885
730
– –
-12,500
731
– –
0
732
– –
-339,395
733
– –
-227,081
734
– –
-124,140
735
– –
-12,723
736
– –
-289,420
737
– –
-13,324
738
– –
-1,390,461
739
– –
-114,208
740
– –
-36,600
741
– –
-27,518
742
– –
-197,516
743
– –
-24,504
744
– –
-360,490
745
– –
-299,964
746
– –
-407,253
747
– –
-419,400
748
– –
-2,131,721
749
– –
-236,207
750
– –
-252,504
27 28 29
30
31