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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$576K ﹤0.01%
+8,800
727
$570K ﹤0.01%
12,819
-245
728
$562K ﹤0.01%
+15,900
729
$560K ﹤0.01%
133,400
-1,700
730
$557K ﹤0.01%
+8,166
731
$553K ﹤0.01%
73,100
732
$552K ﹤0.01%
6,616
-127
733
$541K ﹤0.01%
+22,506
734
$537K ﹤0.01%
+22,800
735
$536K ﹤0.01%
20,000
-105,234
736
$535K ﹤0.01%
20,300
-132,896
737
$530K ﹤0.01%
+43,500
738
$526K ﹤0.01%
+14,400
739
$521K ﹤0.01%
+16,500
740
$520K ﹤0.01%
+10,500
741
$511K ﹤0.01%
+90,680
742
$496K ﹤0.01%
+56,500
743
$489K ﹤0.01%
+12,400
744
$469K ﹤0.01%
+15,822
745
$442K ﹤0.01%
+11,100
746
$392K ﹤0.01%
+7,100
747
$381K ﹤0.01%
+7,300
748
$379K ﹤0.01%
11,540
749
$354K ﹤0.01%
3,014
-56
750
$325K ﹤0.01%
+5,893
28 29
30
31 32