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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354M 0.43%
+3,584,236
77
$354M 0.43%
1,296,497
+94,537
78
$346M 0.42%
4,980,680
-2,792,454
79
$345M 0.42%
3,160,896
-155,570
80
$340M 0.41%
2,345,643
+519,771
81
$329M 0.4%
2,660,686
-1,870,420
82
$327M 0.4%
1,898,656
-214,502
83
$324M 0.39%
3,226,367
-82,610
84
$323M 0.39%
4,762,872
-1,093,404
85
$320M 0.39%
1,211,306
-22,672
86
$319M 0.39%
1,964,187
+149,959
87
$318M 0.38%
5,306,476
+898,315
88
$312M 0.38%
10,667,724
-1,579,073
89
$307M 0.37%
4,692,258
+876,874
90
$307M 0.37%
1,539,027
+73,895
91
$302M 0.36%
6,924,066
-178,019
92
$300M 0.36%
5,613,655
-742,821
93
$295M 0.36%
1,021,900
+305,620
94
$293M 0.35%
1,203,175
-25,566
95
$292M 0.35%
1,759,295
-503,772
96
$290M 0.35%
3,927,455
-88,027
97
$289M 0.35%
789,606
-115,450
98
$283M 0.34%
3,623,708
+307,092
99
$280M 0.34%
14,103,396
-2,938,484
100
$279M 0.34%
6,993,804
-982,248
2 3
4
5 6