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
$72.7B
AUM Growth
-$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$462M
2
+$443M
3
+$419M
4
HAL icon
Halliburton
HAL
+$387M
5
BMY icon
Bristol-Myers Squibb
BMY
+$297M

Top Sells

1
+$473M
2
+$407M
3
+$362M
4
ABBV icon
AbbVie
ABBV
+$337M
5
UNP icon
Union Pacific
UNP
+$299M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.9%
3 Technology 15.79%
4 Industrials 15.33%
5 Consumer Discretionary 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253M 0.35%
6,716,986
-1,667,950
102
$249M 0.34%
2,737,535
+319,616
103
$249M 0.34%
3,663,776
+477,862
104
$248M 0.34%
9,311,474
-5,141,984
105
$246M 0.34%
4,026,331
+18,218
106
$244M 0.34%
1,069,185
-18,589
107
$244M 0.34%
3,867,975
-721,589
108
$241M 0.33%
6,909,462
-897,263
109
$240M 0.33%
3,719,965
+373,913
110
$236M 0.32%
1,743,688
-310,875
111
$232M 0.32%
12,785,355
-2,433,095
112
$230M 0.32%
1,387,368
+6,543
113
$229M 0.32%
4,128,869
-1,885,026
114
$227M 0.31%
2,028,888
+2,022,530
115
$224M 0.31%
2,028,615
+10,193
116
$221M 0.3%
480,656
-112,836
117
$220M 0.3%
2,206,371
+15,979
118
$218M 0.3%
4,124,510
-65,740
119
$215M 0.3%
1,014,572
-14,172
120
$212M 0.29%
4,299,033
+4,228,468
121
$212M 0.29%
2,283,338
-683,730
122
$209M 0.29%
3,057,120
-800,138
123
$207M 0.28%
1,567,503
+561
124
$207M 0.28%
2,882,811
-363,577
125
$200M 0.27%
1,492,200
-164,430
3 4
5
6 7