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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$200M 0.26%
3,346,195
-101,788
127
$198M 0.25%
6,790,947
+1,705,973
128
$197M 0.25%
7,927,136
-2,289,091
129
$194M 0.25%
1,170,837
+1,081,494
130
$193M 0.25%
4,975,034
+2,696,510
131
$193M 0.25%
2,500,247
-128,403
132
$191M 0.24%
4,073,684
+1,269,029
133
$187M 0.24%
4,300,425
-4,092,414
134
$186M 0.24%
3,439,416
+2,897,568
135
$185M 0.24%
+54,516,598
136
$185M 0.24%
1,649,704
-163,302
137
$183M 0.23%
1,875,652
-449,311
138
$182M 0.23%
3,828,020
-3,470,001
139
$182M 0.23%
1,015,764
+108,162
140
$178M 0.23%
5,074,145
-675,163
141
$174M 0.22%
4,364,037
-475,576
142
$173M 0.22%
1,447,104
+755,553
143
$171M 0.22%
3,314,780
-790,412
144
$168M 0.22%
4,061,140
+643,560
145
$166M 0.21%
13,088,348
+4,231,442
146
$163M 0.21%
1,099,786
+3,880
147
$160M 0.2%
1,288,645
+245,883
148
$152M 0.19%
12,179,217
-321,713
149
$151M 0.19%
1,273,714
+123,553
150
$151M 0.19%
2,990,529
+339,121
4 5
6
7 8