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
$72.7B
AUM Growth
-$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$462M
2
+$443M
3
+$419M
4
HAL icon
Halliburton
HAL
+$387M
5
BMY icon
Bristol-Myers Squibb
BMY
+$297M

Top Sells

1
+$473M
2
+$407M
3
+$362M
4
ABBV icon
AbbVie
ABBV
+$337M
5
UNP icon
Union Pacific
UNP
+$299M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.9%
3 Technology 15.79%
4 Industrials 15.33%
5 Consumer Discretionary 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$199M 0.27%
11,506,580
-75,404
127
$197M 0.27%
3,492,206
+1,866,099
128
$193M 0.27%
1,383,969
+441,470
129
$189M 0.26%
269,260
-38,426
130
$189M 0.26%
1,874,801
-283,465
131
$186M 0.26%
1,558,836
-1,337
132
$184M 0.25%
10,701,925
+143,096
133
$178M 0.25%
6,743,140
-281,881
134
$178M 0.24%
3,211,523
-1,240,069
135
$178M 0.24%
10,496,738
+7,677,797
136
$178M 0.24%
848,649
+46,045
137
$177M 0.24%
1,824,865
+5,297
138
$174M 0.24%
125,537
+1,217
139
$173M 0.24%
1,387,110
+7,158
140
$169M 0.23%
1,612,286
-27,128
141
$168M 0.23%
2,928,918
-468,264
142
$168M 0.23%
1,577,213
-36,290
143
$166M 0.23%
1,512,270
-495,233
144
$160M 0.22%
3,921,814
-67,448
145
$159M 0.22%
2,656,603
+451,497
146
$157M 0.22%
1,010,394
+4,325
147
$154M 0.21%
5,508,940
+975,818
148
$153M 0.21%
2,399,522
+52,013
149
$152M 0.21%
676,102
-11,573
150
$151M 0.21%
879,245
-5,747
4 5
6
7 8