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
$73.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$903M
2
+$369M
3
+$341M
4
UHS icon
Universal Health Services
UHS
+$294M
5
TTE icon
TotalEnergies
TTE
+$289M

Top Sells

1
+$1.05B
2
+$400M
3
+$391M
4
BA icon
Boeing
BA
+$349M
5
SLG icon
SL Green Realty
SLG
+$327M

Sector Composition

1 Financials 26.75%
2 Healthcare 13.56%
3 Industrials 13.48%
4 Technology 10.06%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
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-146,762
752
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753
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-115,762
754
– –
-636,167
755
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-1,458,757
756
– –
-777,823
757
– –
-33,591
758
– –
-20,580
759
– –
-212,637
760
– –
-678,584
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