Boston Partners

Boston Partners Portfolio holdings

AUM $96.6B
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$305M
2
+$190M
3
+$175M
4
AVGO icon
Broadcom
AVGO
+$154M
5
WDC icon
Western Digital
WDC
+$144M

Top Sells

1
+$260M
2
+$217M
3
+$140M
4
PARA
Paramount Global Class B
PARA
+$137M
5
MCK icon
McKesson
MCK
+$133M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.09%
4 Industrials 10.62%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-419,400
752
– –
-2,131,721
753
– –
-236,207
754
– –
-252,504
755
– –
-11,891
756
– –
-1,700,268
757
– –
-646,185
758
– –
-13,300
759
– –
-146,380
760
– –
-545
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