Boston Partners

Boston Partners Portfolio holdings

AUM $96.6B
1-Year Est. Return 25.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$867M
2
+$332M
3
+$295M
4
TTE icon
TotalEnergies
TTE
+$288M
5
UHS icon
Universal Health Services
UHS
+$284M

Top Sells

1
+$1.07B
2
+$410M
3
+$375M
4
BA icon
Boeing
BA
+$328M
5
NTR icon
Nutrien
NTR
+$325M

Sector Composition

1 Financials 26.75%
2 Industrials 13.57%
3 Healthcare 13.56%
4 Technology 9.96%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
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752
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753
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754
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-100,164
755
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756
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-636,167
757
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-1,458,757
758
– –
-1,517,185
759
– –
-3,802,628
760
– –
-67,858
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