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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$276M 0.33%
3,229,814
+14,068
102
$274M 0.33%
5,173,705
-608,259
103
$272M 0.33%
2,386,990
-36,991
104
$271M 0.33%
2,005,180
+1,747,090
105
$269M 0.33%
953,484
-307,246
106
$269M 0.33%
2,817,018
+1,771,829
107
$266M 0.32%
1,341,773
-223,578
108
$264M 0.32%
6,329,415
+1,650,089
109
$259M 0.31%
2,868,843
-984,684
110
$259M 0.31%
3,933,341
-22,203
111
$256M 0.31%
409,872
+21,879
112
$256M 0.31%
3,361,973
+1,691,565
113
$255M 0.31%
3,330,771
-75,742
114
$253M 0.31%
696,765
+22,432
115
$253M 0.31%
2,434,245
-39,829
116
$253M 0.31%
7,117,540
+7,044,263
117
$252M 0.31%
732,953
+55,840
118
$251M 0.3%
412,938
-167,116
119
$250M 0.3%
803,405
-1,458,208
120
$250M 0.3%
1,214,475
-405,070
121
$248M 0.3%
5,401,857
+1,219,062
122
$244M 0.29%
1,163,665
-15,076
123
$241M 0.29%
5,374,682
-268,446
124
$241M 0.29%
2,138,417
-48,066
125
$238M 0.29%
3,644,965
+267,829
3 4
5
6 7