Boston Partners

Boston Partners Portfolio holdings

AUM $90B
1-Year Est. Return 22.46%
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$262M 0.34%
3,771,760
-1,065,522
102
$262M 0.33%
11,133,130
-3,043,443
103
$259M 0.33%
5,796,478
-855,822
104
$252M 0.32%
3,175,362
-3,866,966
105
$248M 0.32%
3,515,156
-214,978
106
$247M 0.32%
6,360,859
-1,887,828
107
$240M 0.31%
6,818,670
-1,046,581
108
$237M 0.3%
1,359,151
+606,814
109
$235M 0.3%
2,194,524
-289,841
110
$234M 0.3%
18,170,922
-13,901,615
111
$233M 0.3%
3,464,651
-827,191
112
$230M 0.29%
5,520,008
+815,810
113
$230M 0.29%
3,466,562
+81,120
114
$227M 0.29%
3,074,523
+419,092
115
$225M 0.29%
3,242,746
+94,956
116
$221M 0.28%
4,493,986
-1,310,416
117
$221M 0.28%
16,747,055
+1,356,277
118
$216M 0.28%
2,503,481
+203,259
119
$213M 0.27%
2,614,745
-328,222
120
$210M 0.27%
18,742,674
-6,047,910
121
$208M 0.27%
10,943,126
-200,549
122
$207M 0.26%
12,063,941
-2,752,416
123
$202M 0.26%
4,291,617
-708,410
124
$200M 0.26%
+2,226,949
125
$200M 0.26%
5,417,539
-4,628,930
3 4
5
6 7