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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-664,642
727
– –
-598,569
728
– –
-25,485
729
– –
-3,580,519
730
– –
-45,279
731
– –
-2,575
732
– –
-12,241
733
– –
-3,483,807
734
– –
-5,514
735
– –
-138,312
736
– –
-514,535
737
– –
-167,574
738
– –
-6,522
739
– –
-13,076
740
– –
-26,711
741
– –
-130,259
742
– –
-199,531
743
– –
-19,079
744
– –
-277,297
745
– –
-58,589
746
– –
-29,025
747
– –
-98,007
748
– –
-42,937
749
– –
-15,636
750
– –
-15,324
28 29
30
31 32