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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$158M 0.24%
7,273,246
-356,142
127
$156M 0.23%
4,416,510
+18,019
128
$155M 0.23%
2,267,447
-72,928
129
$154M 0.23%
821,890
-13,886
130
$154M 0.23%
7,556,458
+441,662
131
$154M 0.23%
1,631,751
-334,511
132
$153M 0.23%
2,717,756
+225,385
133
$150M 0.22%
2,399,341
+199,341
134
$147M 0.22%
2,167,417
+178,696
135
$145M 0.22%
2,642,459
+209,953
136
$144M 0.21%
3,509,150
+370,167
137
$141M 0.21%
1,803,890
+180,446
138
$141M 0.21%
2,095,739
-66,953
139
$141M 0.21%
2,488,716
+1,100,652
140
$141M 0.21%
7,927,976
+79,034
141
$140M 0.21%
3,464,238
+288,412
142
$139M 0.21%
+9,846,910
143
$139M 0.21%
7,354,999
+167,877
144
$135M 0.2%
2,229,113
-271,858
145
$135M 0.2%
2,948,162
-2,027,420
146
$133M 0.2%
3,153,230
+15,455
147
$131M 0.2%
2,007,624
+301,369
148
$130M 0.19%
1,204,489
+101,683
149
$128M 0.19%
5,279,356
-647,880
150
$128M 0.19%
2,582,435
-117,050
4 5
6
7 8