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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$237M 0.29%
3,901,603
+2,373,280
127
$236M 0.28%
3,866,114
-24,852
128
$235M 0.28%
1,853,666
-49,631
129
$234M 0.28%
+2,299,150
130
$233M 0.28%
2,077,529
-225,338
131
$230M 0.28%
5,980,271
+68,733
132
$228M 0.28%
7,411,452
-1,505,414
133
$228M 0.28%
1,202,366
+379,629
134
$227M 0.27%
4,089,240
-1,307,291
135
$225M 0.27%
4,118,432
-4,435,844
136
$219M 0.26%
4,384,527
+1,142,111
137
$216M 0.26%
3,497,487
-147,464
138
$216M 0.26%
7,979,380
+2,368,094
139
$212M 0.26%
1,202,462
+146,230
140
$212M 0.26%
1,231,221
-245,047
141
$212M 0.26%
958,321
-24,606
142
$208M 0.25%
2,320,929
-62,355
143
$207M 0.25%
3,767,912
-732,640
144
$206M 0.25%
671,191
+63,416
145
$203M 0.25%
1,588,565
-35,730
146
$201M 0.24%
10,209,283
+1,019,957
147
$200M 0.24%
1,416,449
-588,202
148
$199M 0.24%
6,086,385
-2,242,705
149
$198M 0.24%
3,809,429
-1,281,615
150
$198M 0.24%
1,588,173
-399,274
4 5
6
7 8