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
$50.4B
AUM Growth
-$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$571M
2
+$386M
3
+$339M
4
KMB icon
Kimberly-Clark
KMB
+$303M
5
AZO icon
AutoZone
AZO
+$292M

Top Sells

1
+$403M
2
+$374M
3
+$349M
4
BIIB icon
Biogen
BIIB
+$336M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$326M

Sector Composition

1 Financials 23.5%
2 Healthcare 18.15%
3 Industrials 14.98%
4 Technology 12.01%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-2,802
727
– –
-39,974
728
– –
-12,887
729
– –
-72,654
730
– –
-2,711,067
731
– –
-103,852
732
– –
-12,292
733
– –
-15
734
– –
-1,298,579
735
– –
-54,924
736
– –
-402,188
737
– –
-2,405
738
– –
-27,288
739
– –
-346,082
740
– –
-26,519
741
– –
-54,884
742
– –
-80
743
– –
-1,141
744
– –
-54,618
745
– –
-240,621
746
– –
-6,399
747
– –
-40
748
– –
-548,744
749
– –
-313
750
– –
-1,160,024
28 29
30
31 32