Boston Partners

Boston Partners Portfolio holdings

AUM $90B
1-Year Est. Return 22.46%
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$337M 0.44%
5,956,686
-3,760,699
77
$336M 0.44%
922,905
-51,020
78
$334M 0.44%
2,720,189
+192,002
79
$322M 0.42%
3,116,916
-358,326
80
$318M 0.42%
2,914,624
-1,076,320
81
$317M 0.42%
11,938,634
+97,571
82
$313M 0.41%
4,644,506
+44,140
83
$313M 0.41%
2,004,036
+187,441
84
$311M 0.41%
7,080,610
-4,318
85
$304M 0.4%
3,797,814
-189,108
86
$297M 0.39%
10,655,998
+524,649
87
$291M 0.38%
2,254,122
-122,124
88
$284M 0.37%
2,542,356
-173,877
89
$275M 0.36%
12,166,382
+4,514,742
90
$266M 0.35%
4,868,502
+35,049
91
$261M 0.34%
4,976,011
+2,626,873
92
$257M 0.34%
3,222,231
-661,178
93
$255M 0.33%
8,688,908
+293,967
94
$246M 0.32%
5,953,448
-499,528
95
$245M 0.32%
1,297,245
-138,874
96
$244M 0.32%
4,422,822
-5,488,423
97
$243M 0.32%
3,647,445
-269,242
98
$243M 0.32%
+9,973,231
99
$240M 0.31%
4,035,124
-1,467,430
100
$240M 0.31%
11,228,342
-654,207
2 3
4
5 6