Boston Partners

Boston Partners Portfolio holdings

AUM $96.6B
1-Year Est. Return 25.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.9B
AUM Growth
-$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Top Buys

1
+$704M
2
+$410M
3
+$410M
4
AXP icon
American Express
AXP
+$381M
5
STLA icon
Stellantis
STLA
+$351M

Top Sells

1
+$674M
2
+$367M
3
+$365M
4
SNY icon
Sanofi
SNY
+$364M
5
SHPG
Shire pic
SHPG
+$363M

Sector Composition

1 Financials 29.57%
2 Technology 15.56%
3 Industrials 12.68%
4 Healthcare 11.72%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$215K ﹤0.01%
13,975
-3,218
727
$214K ﹤0.01%
5,364
728
$211K ﹤0.01%
18,305
729
$125K ﹤0.01%
92,283
-5,554
730
– –
-3,013
731
– –
-170,036
732
– –
-129,599
733
– –
-43,514
734
– –
-177,951
735
– –
-319,426
736
– –
-1,428,248
737
– –
-222,472
738
– –
-14,685
739
– –
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740
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741
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742
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743
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744
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745
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746
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747
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-2,638,395
748
– –
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749
– –
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750
– –
-8,472,489
28 29
30
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