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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$239M 0.31%
2,064,187
+428,743
102
$238M 0.31%
2,183,978
+174,458
103
$234M 0.31%
1,451,482
-27,465
104
$233M 0.31%
4,991,542
+309,257
105
$229M 0.3%
6,987,020
-164,067
106
$226M 0.3%
2,605,620
+1,371,022
107
$225M 0.3%
1,464,564
-39,240
108
$224M 0.29%
1,706,898
+11,793
109
$220M 0.29%
4,922,089
+262,016
110
$218M 0.29%
1,638,952
+78,145
111
$215M 0.28%
1,262,961
-269,445
112
$210M 0.28%
4,083,630
-117,584
113
$209M 0.27%
+2,476,089
114
$206M 0.27%
1,481,060
-163,023
115
$205M 0.27%
2,402,458
+59,431
116
$204M 0.27%
14,375,738
+1,698,509
117
$203M 0.27%
13,585,963
-15,287,028
118
$198M 0.26%
+4,019,073
119
$198M 0.26%
+6,695,469
120
$197M 0.26%
20,246,647
+631,573
121
$195M 0.26%
2,740,306
+104,812
122
$195M 0.26%
5,818,216
-52,388
123
$191M 0.25%
1,341,023
+35,360
124
$191M 0.25%
1,973,891
+36,360
125
$188M 0.25%
12,570,448
+732,007
3 4
5
6 7