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
$82.5B
AUM Growth
-$470M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$531M
2
+$311M
3
+$243M
4
SNY icon
Sanofi
SNY
+$224M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$219M

Top Sells

1
+$364M
2
+$292M
3
+$274M
4
DINO icon
HF Sinclair
DINO
+$253M
5
TGNA icon
TEGNA Inc
TGNA
+$211M

Sector Composition

1 Financials 18.6%
2 Healthcare 16.65%
3 Technology 14.96%
4 Industrials 14.22%
5 Energy 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-128,483
727
– –
-4,845
728
– –
-32,207
729
– –
-722,157
730
– –
-61,447
731
– –
-313,782
732
– –
-93,874
733
– –
-87,625
734
– –
-34,549
735
– –
-52,128
736
– –
-542
737
– –
-7,782
738
– –
-52,121
739
– –
-258,780
740
– –
-43,727
741
– –
-53,262
742
– –
-66,817
743
– –
-28,287
744
– –
-22,573
745
– –
-39,440
746
– –
-937,543
747
– –
-18,239
748
– –
-35,801
749
– –
-370,851
750
– –
-6,009
27 28 29
30
31