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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$201M 0.3%
1,729,907
-277,752
102
$198M 0.3%
4,709,765
-1,108,352
103
$194M 0.29%
2,194,664
-372,117
104
$193M 0.29%
15,207,120
-865,030
105
$192M 0.29%
1,929,289
-164,988
106
$191M 0.29%
3,381,103
-93,076
107
$191M 0.28%
2,595,197
-96,793
108
$190M 0.28%
5,938,403
+182,664
109
$190M 0.28%
2,415,460
+1,346,073
110
$190M 0.28%
1,397,202
-33,943
111
$183M 0.27%
16,538,472
-8,367,634
112
$182M 0.27%
+8,684,766
113
$181M 0.27%
8,605,775
+112,800
114
$180M 0.27%
1,927,746
-30,110
115
$179M 0.27%
2,679,382
-477,285
116
$175M 0.26%
3,618,256
-380,047
117
$173M 0.26%
4,246,713
-62,872
118
$172M 0.26%
3,059,590
-335,010
119
$171M 0.25%
4,485,672
+53,435
120
$170M 0.25%
1,999,573
-3,660,397
121
$169M 0.25%
2,938,852
+472,191
122
$166M 0.25%
2,351,910
+158,098
123
$164M 0.24%
10,232,455
+2,984,158
124
$163M 0.24%
1,315,279
+109,500
125
$163M 0.24%
2,082,789
-169,374
3 4
5
6 7