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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$249M 0.29%
3,094,796
-324,425
127
$242M 0.29%
3,053,369
+120,824
128
$241M 0.28%
1,497,845
-419,154
129
$237M 0.28%
3,069,643
-2,983,410
130
$234M 0.28%
7,604,275
+1,126,049
131
$233M 0.28%
980,498
+14,853
132
$232M 0.27%
5,924,566
-234,685
133
$229M 0.27%
1,519,832
-389,020
134
$229M 0.27%
4,578,965
-970,882
135
$226M 0.27%
3,434,106
-449,764
136
$224M 0.26%
1,426,641
-219,761
137
$224M 0.26%
2,632,732
-49,193
138
$221M 0.26%
10,789,774
-38,931
139
$219M 0.26%
1,535,751
-34,799
140
$218M 0.26%
1,369,685
+439,361
141
$217M 0.26%
1,396,573
-497,610
142
$217M 0.26%
5,926,846
+1,020,492
143
$214M 0.25%
+6,307,787
144
$210M 0.25%
5,849,625
+3,936,080
145
$209M 0.25%
3,811,229
+1,864
146
$206M 0.24%
4,303,914
+434,607
147
$204M 0.24%
2,743,990
+48,238
148
$202M 0.24%
1,019,118
-130,412
149
$201M 0.24%
386,431
-1,271
150
$199M 0.23%
3,384,339
-536,631
4 5
6
7 8