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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233M 0.42%
6,432,267
+1,330,858
77
$232M 0.42%
1,366,261
+348,492
78
$229M 0.42%
8,162,883
-11,066,375
79
$229M 0.42%
1,550,380
-133,153
80
$229M 0.42%
1,108,599
+2,016
81
$228M 0.41%
1,407,277
-369,861
82
$228M 0.41%
868,966
-369,699
83
$227M 0.41%
6,299,448
+29,296
84
$218M 0.4%
4,633,622
-222,796
85
$218M 0.4%
15,021,010
-206,601
86
$218M 0.4%
2,754,121
-1,388,365
87
$215M 0.39%
4,616,636
+2,086,067
88
$209M 0.38%
7,276,042
+2,994,534
89
$208M 0.38%
4,213,364
+57,268
90
$204M 0.37%
967,644
-695,347
91
$203M 0.37%
2,272,143
+2,631
92
$200M 0.36%
4,607,386
-1,227,135
93
$197M 0.36%
1,002,621
-110,600
94
$196M 0.36%
1,711,803
-99,296
95
$192M 0.35%
3,025,800
-69,336
96
$191M 0.35%
3,302,743
-414,819
97
$190M 0.35%
1,743,261
-40,771
98
$190M 0.35%
1,119,009
+14,945
99
$189M 0.34%
3,434,764
-1,289
100
$188M 0.34%
4,810,037
-49,054
2 3
4
5 6