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
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$182M
4
AVGO icon
Broadcom
AVGO
+$178M
5
WDC icon
Western Digital
WDC
+$163M

Top Sells

1
+$255M
2
+$228M
3
+$149M
4
PARA
Paramount Global Class B
PARA
+$148M
5
MCK icon
McKesson
MCK
+$140M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.11%
4 Industrials 10.61%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$145M 0.3%
15,398,256
+833,116
102
$143M 0.29%
2,065,852
+1,838,606
103
$142M 0.29%
2,059,348
+218,623
104
$141M 0.29%
2,756,135
-241,321
105
$139M 0.29%
2,348,358
-999,639
106
$137M 0.28%
3,305,209
+206,659
107
$135M 0.28%
4,014,122
-200,696
108
$134M 0.28%
4,137,384
+2,646,714
109
$130M 0.27%
1,648,829
+319,688
110
$126M 0.26%
+2,491,212
111
$125M 0.26%
1,686,001
+559,818
112
$125M 0.26%
2,463,573
+1,363,941
113
$125M 0.26%
5,400,206
+103,921
114
$124M 0.25%
2,953,143
+678,059
115
$123M 0.25%
3,518,566
+732,307
116
$121M 0.25%
6,068,446
+879,994
117
$120M 0.25%
2,174,303
-348,698
118
$118M 0.24%
2,741,731
+230,842
119
$117M 0.24%
6,490,082
+601,570
120
$117M 0.24%
2,182,887
+248,255
121
$116M 0.24%
2,024,783
-118,954
122
$115M 0.24%
4,860,490
-3,159,939
123
$114M 0.23%
2,357,716
+75,315
124
$110M 0.23%
860,062
-896,177
125
$108M 0.22%
1,186,862
+29,099
3 4
5
6 7