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
$54.4B
AUM Growth
+$4.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$324M
3
+$309M
4
NVS icon
Novartis
NVS
+$293M
5
SSNC icon
SS&C Technologies
SSNC
+$285M

Top Sells

1
+$583M
2
+$571M
3
+$542M
4
B
Barrick Mining
B
+$405M
5
CMCSA icon
Comcast
CMCSA
+$391M

Sector Composition

1 Financials 21.37%
2 Healthcare 16.65%
3 Industrials 14.47%
4 Technology 14.11%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-30,119
727
– –
-1,022,398
728
– –
-1,674,490
729
– –
-83,645
730
– –
-8,867
731
– –
-85,260
732
– –
-908,230
733
– –
-15,982
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