Boston Partners Portfolio holdings
AUM
$90B
1-Year Return
22.46%
This Quarter Return
+1.76%
1 Year Return
+22.46%
3 Year Return
+79.41%
5 Year Return
+184.54%
10 Year Return
+348.81%
AUM
$82.7B
AUM Growth
+$473M
(+0.58%)
Cap. Flow
+$1.15B
Cap. Flow
% of AUM
1.39%
Top 10 Holdings %
Top 10 Hldgs %
14.9%
Holding
783
New
76
Increased
301
Reduced
323
Closed
81
Top Buys
| 1 |
Coca-Cola
KO
|
$642M |
| 2 |
Allstate
ALL
|
$441M |
| 3 |
Quest Diagnostics
DGX
|
$389M |
| 4 |
Charles Schwab
SCHW
|
$384M |
| 5 |
Apollo Global Management
APO
|
$371M |
Top Sells
| 1 |
Amgen
AMGN
|
$454M |
| 2 |
Deere & Co
DE
|
$282M |
| 3 |
Hologic
HOLX
|
$258M |
| 4 |
Curtiss-Wright
CW
|
$249M |
| 5 |
JPMorgan Chase
JPM
|
$247M |
Sector Composition
| 1 | Financials | 21.07% |
| 2 | Technology | 14.6% |
| 3 | Industrials | 13.52% |
| 4 | Healthcare | 11.92% |
| 5 | Consumer Discretionary | 8.74% |
