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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$302K ﹤0.01%
44,724
752
$290K ﹤0.01%
123,491
-169,909
753
$260K ﹤0.01%
+4,802
754
$258K ﹤0.01%
8,272
755
$255K ﹤0.01%
17,193
-100,000
756
$223K ﹤0.01%
5,364
-921
757
$190K ﹤0.01%
+10,200
758
$184K ﹤0.01%
+25,660
759
$181K ﹤0.01%
12,930
-6,580
760
$155K ﹤0.01%
+18,305
761
$55K ﹤0.01%
+23,258
762
$44K ﹤0.01%
69,200
-565,615
763
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-172,696
764
– –
-307,804
765
– –
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766
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767
– –
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768
– –
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769
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770
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771
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772
– –
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773
– –
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774
– –
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775
– –
-454,980
29 30
31
32 33