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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$186M 0.27%
22,059,043
+7,971,206
127
$184M 0.27%
4,948,600
+1,260,320
128
$180M 0.26%
1,677,618
-994,995
129
$171M 0.25%
5,942,380
-922,030
130
$170M 0.25%
6,058,873
-24,546,916
131
$170M 0.25%
2,898,673
-146,936
132
$169M 0.25%
4,360,258
-3,143,438
133
$167M 0.25%
17,432,187
+2,933,067
134
$163M 0.24%
11,525,042
-6,876,745
135
$159M 0.23%
1,653,617
+143,891
136
$157M 0.23%
2,908,233
-56,460
137
$157M 0.23%
894,821
+136,787
138
$156M 0.23%
2,572,403
-871,232
139
$155M 0.23%
1,025,802
-311,296
140
$149M 0.22%
2,359,118
-4,272,027
141
$145M 0.21%
7,703,438
-2,700,827
142
$145M 0.21%
2,393,601
-165,528
143
$144M 0.21%
1,923,801
-4,713,717
144
$144M 0.21%
2,216,582
-44,772
145
$143M 0.21%
3,069,920
-1,010,427
146
$140M 0.21%
3,254,486
+330,499
147
$137M 0.2%
10,298,119
-4,359,389
148
$137M 0.2%
5,076,134
-2,206,649
149
$136M 0.2%
2,513,831
-27,867
150
$136M 0.2%
2,118,057
+2,071,128
4 5
6
7 8