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
$54.4B
AUM Growth
+$4.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$324M
3
+$309M
4
NVS icon
Novartis
NVS
+$293M
5
SSNC icon
SS&C Technologies
SSNC
+$285M

Top Sells

1
+$583M
2
+$571M
3
+$542M
4
B
Barrick Mining
B
+$405M
5
CMCSA icon
Comcast
CMCSA
+$391M

Sector Composition

1 Financials 21.37%
2 Healthcare 16.65%
3 Industrials 14.47%
4 Technology 14.11%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$173M 0.32%
3,436,053
-134,338
102
$172M 0.32%
5,101,409
+2,049,632
103
$170M 0.31%
15,227,611
+2,474,813
104
$167M 0.31%
1,850,565
-410,965
105
$166M 0.31%
4,281,508
+272,037
106
$166M 0.3%
2,823,328
-203,883
107
$165M 0.3%
981,219
-219,572
108
$157M 0.29%
7,923,589
+187,771
109
$157M 0.29%
2,626,247
-477,212
110
$155M 0.28%
4,522,689
-321,238
111
$151M 0.28%
12,057,750
-1,053,587
112
$150M 0.28%
1,639,184
-44,874
113
$150M 0.27%
2,325,232
-29,705
114
$149M 0.27%
834,631
-13,507
115
$146M 0.27%
796,621
-20,898
116
$142M 0.26%
951,005
+791,736
117
$141M 0.26%
2,833,799
-117,883
118
$140M 0.26%
+2,707,903
119
$139M 0.25%
1,934,738
+290,041
120
$138M 0.25%
2,627,425
-5,423,516
121
$137M 0.25%
2,980,407
-81,535
122
$137M 0.25%
+8,631,713
123
$136M 0.25%
3,940,018
-77,592
124
$136M 0.25%
3,854,715
-105,444
125
$136M 0.25%
687,757
+8,729
3 4
5
6 7