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
$76.1B
AUM Growth
+$4.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$555M
2
+$528M
3
+$425M
4
MPC icon
Marathon Petroleum
MPC
+$405M
5
BWA icon
BorgWarner
BWA
+$402M

Top Sells

1
+$521M
2
+$492M
3
+$462M
4
RTN
Raytheon Company
RTN
+$266M
5
TFC icon
Truist Financial
TFC
+$261M

Sector Composition

1 Financials 27.05%
2 Healthcare 13.47%
3 Technology 12.73%
4 Energy 10.49%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-335,941
752
– –
-100,575
753
– –
-68,237
754
– –
-699,515
755
– –
-52,695
756
– –
-166,741
757
– –
-1,751,244
758
– –
-306,399
759
– –
-44,848
760
– –
-163,794
761
– –
-5,502
762
– –
-114,720
763
– –
-327,390
764
– –
-69,210
765
– –
-75,053
766
– –
-73,210
767
– –
-233,120
768
– –
-53,533
769
– –
-93,846
770
– –
-98,798
771
– –
-56,462
772
– –
-337,150
773
– –
-35,040
774
– –
-739,422
775
– –
-207,651
28 29 30
31
32