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
$86.1B
AUM Growth
+$2.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$379M
2
+$366M
3
+$311M
4
VZ icon
Verizon
VZ
+$309M
5
BA icon
Boeing
BA
+$298M

Top Sells

1
+$520M
2
+$310M
3
+$270M
4
XL
XL Group Ltd.
XL
+$222M
5
LH icon
Labcorp
LH
+$213M

Sector Composition

1 Financials 27.9%
2 Technology 13.98%
3 Industrials 13.75%
4 Healthcare 13.53%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-41,520
827
– –
-158,345
828
– –
-590,758
829
– –
-103,933
830
– –
-8,860
831
– –
-957,818
30 31 32 33
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