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
$54.8B
AUM Growth
+$6.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$224M
3
+$211M
4
VLO icon
Valero Energy
VLO
+$207M
5
APOL
Apollo Education Group Inc Class A
APOL
+$195M

Top Sells

1
+$327M
2
+$201M
3
+$180M
4
UNH icon
UnitedHealth
UNH
+$178M
5
TGT icon
Target
TGT
+$168M

Sector Composition

1 Financials 24.75%
2 Healthcare 15.56%
3 Technology 14.15%
4 Industrials 9.87%
5 Energy 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-214,888
752
– –
-235,514
753
– –
-100,045
754
– –
-134,960
755
– –
-378,350
756
– –
-96,325
757
– –
-4,000
758
– –
-194,145
759
– –
-185,534
760
– –
-238,661
761
– –
-1,110,000
762
– –
-214,910
763
– –
-86,550
764
– –
-194,056
765
– –
-73,770
766
– –
-908,981
767
– –
-544,580
768
– –
-39,300
769
– –
-281,165
770
– –
-1,420,282
771
– –
-159,412
772
– –
-1,350,405
773
– –
-125,000
774
– –
-1,606,679
775
– –
-877,975
28 29 30
31
32