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
$68.3B
AUM Growth
-$3.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$368M
2
+$326M
3
+$268M
4
JPM icon
JPMorgan Chase
JPM
+$235M
5
SNY icon
Sanofi
SNY
+$223M

Top Sells

1
+$603M
2
+$482M
3
+$214M
4
KLAC icon
KLA
KLAC
+$203M
5
UNH icon
UnitedHealth
UNH
+$199M

Sector Composition

1 Financials 18.86%
2 Healthcare 17.72%
3 Industrials 14.6%
4 Technology 13.23%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$183M 0.27%
2,119,808
-130,803
127
$179M 0.26%
9,444,466
+122,662
128
$173M 0.25%
2,569,014
-399,009
129
$172M 0.25%
12,050,421
-3,246,043
130
$171M 0.25%
2,123,048
+360,334
131
$168M 0.25%
+1,541,582
132
$168M 0.25%
128,012
-5,203
133
$157M 0.23%
3,554,805
+1,248,886
134
$155M 0.23%
3,563,371
-347,021
135
$154M 0.23%
741,867
+42,469
136
$152M 0.22%
+1,680,182
137
$150M 0.22%
1,334,114
+206,783
138
$149M 0.22%
3,131,118
-3,524,888
139
$148M 0.22%
1,714,695
-101,950
140
$148M 0.22%
907,608
+363,404
141
$146M 0.21%
11,637,186
-6,021,675
142
$146M 0.21%
89,148
+13,036
143
$145M 0.21%
+351,689
144
$143M 0.21%
7,456,233
+71,076
145
$143M 0.21%
2,305,293
+153,908
146
$139M 0.2%
903,718
-164,004
147
$137M 0.2%
1,465,939
+86,277
148
$137M 0.2%
2,848,814
+156,053
149
$135M 0.2%
1,772,449
-2,811,869
150
$133M 0.19%
1,607,951
+338,090
4 5
6
7 8