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
$61.6B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$263M
2
+$249M
3
+$219M
4
AVY icon
Avery Dennison
AVY
+$211M
5
EMR icon
Emerson Electric
EMR
+$201M

Top Sells

1
+$228M
2
+$226M
3
+$219M
4
PH icon
Parker-Hannifin
PH
+$179M
5
LEA icon
Lear
LEA
+$147M

Sector Composition

1 Financials 25.21%
2 Technology 15.31%
3 Healthcare 14.81%
4 Energy 10.39%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-108,584
727
– –
-296,283
728
– –
-10,700
729
– –
-331,498
730
– –
0
731
– –
-34,240
732
– –
-13,476
733
– –
-63,776
734
– –
-217,803
735
– –
-363,008
736
– –
-220,383
737
– –
-266,780
738
– –
-59,449
739
– –
-553,575
740
– –
-320,819
741
– –
-3,397
742
– –
-162,551
743
– –
-3,686,949
744
– –
-1,193,492
745
– –
-52,640
746
– –
-142,587
747
– –
-46,563
748
– –
-142,560
749
– –
-135,400
750
– –
-112,193
27 28 29
30
31