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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$144M 0.26%
2,727,909
-971,698
127
$144M 0.26%
1,020,930
-883,664
128
$141M 0.26%
1,916,997
-17,741
129
$139M 0.25%
974,602
-1,254
130
$137M 0.25%
9,723,140
-4,183,282
131
$134M 0.24%
15,953,369
-932,199
132
$134M 0.24%
8,555,199
+1,619,213
133
$132M 0.24%
1,462,607
-199,403
134
$131M 0.24%
5,057,272
+720,171
135
$131M 0.24%
3,762,697
-3,681
136
$129M 0.24%
15,969,192
-180,598
137
$128M 0.23%
634,665
-53,092
138
$127M 0.23%
4,451,934
+59,528
139
$125M 0.23%
1,148,154
-70,587
140
$122M 0.22%
3,292,868
-33,754
141
$121M 0.22%
1,943,348
-115,905
142
$121M 0.22%
2,320,826
-306,599
143
$120M 0.22%
2,839,523
+520,163
144
$120M 0.22%
4,644,087
-95,673
145
$119M 0.22%
1,373,252
+303,173
146
$118M 0.22%
+2,098,978
147
$118M 0.21%
1,089,233
-904,721
148
$118M 0.21%
6,189,004
+46,331
149
$116M 0.21%
2,269,485
+30,380
150
$116M 0.21%
734,602
-109,828
4 5
6
7 8