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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$183M 0.24%
2,289,434
+183,459
127
$182M 0.24%
2,728,064
-100,591
128
$182M 0.24%
+4,679,397
129
$181M 0.24%
3,580,503
-18,651
130
$180M 0.24%
877,353
-19,181
131
$177M 0.23%
8,500,113
-15,561,753
132
$175M 0.23%
3,710,600
+2,148,773
133
$175M 0.23%
4,452,927
-676,260
134
$173M 0.23%
2,640,359
-18,491
135
$169M 0.22%
2,015,353
-111,798
136
$169M 0.22%
1,800,427
-1,596,090
137
$169M 0.22%
577,370
-6,896
138
$169M 0.22%
164,923
-2,329
139
$168M 0.22%
5,301,659
-140,261
140
$166M 0.22%
+8,711,597
141
$165M 0.22%
4,104,644
+58,789
142
$165M 0.22%
2,888,681
-872,301
143
$163M 0.21%
3,295,198
+199,298
144
$162M 0.21%
4,680,492
-73,104
145
$159M 0.21%
37,407,241
-2,734,444
146
$158M 0.21%
2,332,531
-3,572,977
147
$157M 0.21%
2,903,340
-410,720
148
$156M 0.2%
2,769,620
-539,439
149
$155M 0.2%
1,310,951
+45,966
150
$154M 0.2%
579,269
+401,117
4 5
6
7 8