Boston Partners Portfolio holdings
AUM
$90B
1-Year Return
22.46%
This Quarter Return
+8.26%
1 Year Return
+22.46%
3 Year Return
+79.41%
5 Year Return
+184.54%
10 Year Return
+348.81%
AUM
$84.7B
AUM Growth
+$4.23B
(+5.3%)
Cap. Flow
-$1.13B
Cap. Flow
% of AUM
-1.33%
Top 10 Holdings %
Top 10 Hldgs %
12.92%
Holding
769
New
68
Increased
254
Reduced
358
Closed
65
Top Buys
| 1 |
DFS
Discover Financial Services
DFS
|
$458M |
| 2 |
Home Depot
HD
|
$421M |
| 3 |
Sysco
SYY
|
$389M |
| 4 |
LPL Financial
LPLA
|
$283M |
| 5 |
Robert Half
RHI
|
$240M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.25B |
| 2 |
Howmet Aerospace
HWM
|
$345M |
| 3 |
Charles Schwab
SCHW
|
$246M |
| 4 |
Phillips 66
PSX
|
$245M |
| 5 |
Extra Space Storage
EXR
|
$235M |
Sector Composition
| 1 | Financials | 19.19% |
| 2 | Technology | 17.14% |
| 3 | Industrials | 16.71% |
| 4 | Healthcare | 11.06% |
| 5 | Consumer Discretionary | 9.87% |
