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
776
– –
-48,205
777
– –
-322,000
778
– –
-71,509
779
– –
-43,796
780
– –
-81,290
781
– –
-78,900
782
– –
-43,200
783
– –
-89,651
784
– –
-70,000
785
– –
-940,466
786
– –
-93,000
787
– –
-162,830
788
– –
-39,566
789
– –
-69,984
790
– –
-2,815
791
– –
-2,467
792
– –
-364,340
793
– –
-52,218
794
– –
-13,746
795
– –
-402,807
796
– –
-696,355
797
– –
-954,162
798
– –
-678,540
799
– –
-29,841
800
– –
-1,052,994
30 31
32
33 34