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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-235,034
727
– –
-38,212
728
– –
-204,906
729
– –
-22,838
730
– –
-419,838
731
– –
-8,807
732
– –
-10,271
733
– –
-181,024
734
– –
-207,326
735
– –
-230,584
736
– –
-6,048,722
737
– –
-53,239
738
– –
-40,642
739
– –
-30,499
740
– –
-4,843,316
741
– –
-41,892
742
– –
-147,484
743
– –
-64,047
744
– –
-2,462,632
745
– –
-299,508
746
– –
-38,816
747
– –
-50,184
748
– –
-9,055
749
– –
-47,077
750
– –
-600,301
27 28 29
30
31