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
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$182M
4
AVGO icon
Broadcom
AVGO
+$178M
5
WDC icon
Western Digital
WDC
+$163M

Top Sells

1
+$255M
2
+$228M
3
+$149M
4
PARA
Paramount Global Class B
PARA
+$148M
5
MCK icon
McKesson
MCK
+$140M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.11%
4 Industrials 10.61%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$104M 0.21%
1,298,058
-395,409
127
$103M 0.21%
1,178,361
-460,005
128
$102M 0.21%
1,442,360
+269,485
129
$100M 0.21%
1,211,084
-73,520
130
$99.7M 0.2%
6,152,751
+632,039
131
$98M 0.2%
3,036,585
+583,413
132
$96.6M 0.2%
1,149,401
-70,197
133
$96.4M 0.2%
2,694,419
+219,638
134
$96.3M 0.2%
1,969,777
+482,740
135
$95.3M 0.2%
4,154,261
-253,279
136
$93.5M 0.19%
931,686
+208,906
137
$92.9M 0.19%
2,524,927
-2,257,152
138
$92.8M 0.19%
1,319,729
-195,425
139
$92.7M 0.19%
1,197,961
-823,988
140
$91.9M 0.19%
1,912,487
-477,334
141
$90.7M 0.19%
1,741,953
+353,087
142
$90.1M 0.18%
149,357
-8,607
143
$83.1M 0.17%
1,747,175
+308,625
144
$82.9M 0.17%
1,392,030
+164,368
145
$82.8M 0.17%
6,890,277
+5,965,619
146
$79M 0.16%
1,551,182
-59,486
147
$77.2M 0.16%
1,957,122
+222,557
148
$76.6M 0.16%
+2,301,731
149
$75.6M 0.16%
1,215,642
-484,120
150
$72.9M 0.15%
788,828
-49,723
4 5
6
7 8