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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$296M 0.35%
1,829,460
+35,340
102
$291M 0.34%
1,240,844
-128,036
103
$288M 0.34%
1,118,751
+19,359
104
$287M 0.34%
1,610,893
+187,705
105
$286M 0.34%
2,155,745
+360,509
106
$286M 0.34%
3,661,306
+52,010
107
$286M 0.34%
6,634,318
+1,534,390
108
$284M 0.34%
2,635,572
-691,343
109
$284M 0.34%
7,381,625
+942,839
110
$282M 0.33%
4,331,585
+635,645
111
$282M 0.33%
5,160,509
-508,464
112
$281M 0.33%
1,654,115
+186,261
113
$276M 0.33%
2,831,392
+809,380
114
$272M 0.32%
9,355,689
-829,608
115
$271M 0.32%
3,755,734
-399,075
116
$270M 0.32%
2,071,268
+380,807
117
$270M 0.32%
11,790,382
-393,625
118
$266M 0.31%
3,100,221
+55,510
119
$264M 0.31%
1,518,799
+291,558
120
$260M 0.31%
1,691,891
-1,441,771
121
$260M 0.31%
7,796,815
-820,705
122
$258M 0.3%
9,406,808
+393,640
123
$253M 0.3%
607,002
+200,588
124
$250M 0.29%
886,091
-7,284
125
$249M 0.29%
1,384,712
-1,306,952
3 4
5
6 7