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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$240M 0.35%
12,437,088
-77,657
102
$239M 0.35%
3,191,401
-12,756
103
$238M 0.35%
4,345,129
+545,037
104
$235M 0.35%
17,317,544
+3,654,005
105
$233M 0.34%
2,318,913
+127,355
106
$229M 0.34%
3,182,313
-306,631
107
$228M 0.34%
2,669,213
+2,291,333
108
$225M 0.33%
1,766,789
-131,447
109
$222M 0.33%
4,307,265
+851,064
110
$221M 0.33%
2,361,195
+452,617
111
$218M 0.32%
1,455,880
+18,988
112
$216M 0.32%
5,625,766
+322,822
113
$215M 0.32%
3,235,274
-713,976
114
$212M 0.31%
3,424,382
+358,346
115
$211M 0.31%
6,371,081
+3,168,492
116
$211M 0.31%
13,665,680
-141,220
117
$204M 0.3%
12,822,869
+2,457,450
118
$201M 0.3%
6,262,222
+678,364
119
$197M 0.29%
3,297,312
+1,689,085
120
$193M 0.28%
5,047,283
+229,293
121
$192M 0.28%
4,030,698
-803,586
122
$186M 0.27%
6,415,152
+1,447,445
123
$186M 0.27%
3,355,225
+33,435
124
$186M 0.27%
2,575,066
-741,352
125
$186M 0.27%
6,451,169
-548,681
3 4
5
6 7