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
$54.4B
AUM Growth
+$4.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$324M
3
+$309M
4
NVS icon
Novartis
NVS
+$293M
5
SSNC icon
SS&C Technologies
SSNC
+$285M

Top Sells

1
+$583M
2
+$571M
3
+$542M
4
B
Barrick Mining
B
+$405M
5
CMCSA icon
Comcast
CMCSA
+$391M

Sector Composition

1 Financials 21.37%
2 Healthcare 16.65%
3 Industrials 14.47%
4 Technology 14.11%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$132M 0.24%
2,239,105
-1,075,050
127
$130M 0.24%
16,885,568
+1,115,083
128
$130M 0.24%
2,179,334
+131,762
129
$126M 0.23%
1,662,010
-769,968
130
$123M 0.23%
4,013,350
-109,898
131
$122M 0.22%
1,647,525
+196,475
132
$122M 0.22%
4,739,760
+403,316
133
$122M 0.22%
137,468
-6,943
134
$122M 0.22%
3,172,093
-378,465
135
$121M 0.22%
1,590,875
-2,595,443
136
$120M 0.22%
3,326,622
+2,054,964
137
$120M 0.22%
844,430
-267,109
138
$119M 0.22%
2,013,487
-54,284
139
$119M 0.22%
387,235
-163,563
140
$119M 0.22%
6,142,673
+2,564,515
141
$118M 0.22%
4,392,406
-120,271
142
$117M 0.22%
+2,059,253
143
$116M 0.21%
3,394,707
-611,576
144
$116M 0.21%
2,203,879
+2,081,795
145
$115M 0.21%
2,530,569
-2,229,437
146
$115M 0.21%
+15,332,782
147
$114M 0.21%
1,657,099
-130,702
148
$114M 0.21%
16,149,790
-4,451,386
149
$112M 0.21%
1,834,476
-99,860
150
$111M 0.2%
1,218,741
-628,705
4 5
6
7 8