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

Top Buys

1 +$746M
2 +$402M
3 +$380M
4
ABT icon
Abbott
ABT
+$349M
5
ELV icon
Elevance Health
ELV
+$328M

Top Sells

1 +$392M
2 +$350M
3 +$346M
4
PSX icon
Phillips 66
PSX
+$312M
5
ESRX
Express Scripts Holding Company
ESRX
+$310M

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
826
-29,841
827
-50,524
828
-17,700
829
-1,790,126