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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$187M 0.34%
10,259,692
-1,798,058
102
$185M 0.34%
3,316,992
-198,324
103
$184M 0.33%
6,372,910
-12,355,073
104
$182M 0.33%
5,513,909
-3,317,735
105
$181M 0.33%
19,452,778
+4,119,996
106
$179M 0.33%
4,968,866
-287,066
107
$177M 0.32%
4,294,177
+354,159
108
$172M 0.31%
1,846,016
+637,107
109
$172M 0.31%
4,582,868
+60,179
110
$171M 0.31%
896,560
-84,659
111
$170M 0.31%
7,851,007
-72,582
112
$168M 0.31%
2,842,109
+18,781
113
$164M 0.3%
2,346,772
+167,438
114
$161M 0.29%
2,824,206
-9,593
115
$160M 0.29%
4,341,973
+487,258
116
$159M 0.29%
787,101
-9,520
117
$159M 0.29%
1,991,892
+344,367
118
$157M 0.29%
899,095
-51,910
119
$154M 0.28%
2,423,085
+851,168
120
$153M 0.28%
2,277,025
-48,207
121
$151M 0.28%
2,744,655
+36,752
122
$151M 0.28%
5,469,387
-5,725,339
123
$150M 0.27%
5,235,882
+2,132,826
124
$147M 0.27%
802,320
-32,311
125
$145M 0.26%
1,351,368
+202,325
3 4
5
6 7