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
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$182M
4
AVGO icon
Broadcom
AVGO
+$178M
5
WDC icon
Western Digital
WDC
+$163M

Top Sells

1
+$255M
2
+$228M
3
+$149M
4
PARA
Paramount Global Class B
PARA
+$148M
5
MCK icon
McKesson
MCK
+$140M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.11%
4 Industrials 10.61%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$71.5M 0.15%
5,395,645
-305,169
152
$70.8M 0.15%
+1,016,495
153
$69.5M 0.14%
1,486,952
+439,160
154
$69.4M 0.14%
+2,129,505
155
$68.7M 0.14%
1,934,652
-85,700
156
$67.5M 0.14%
966,640
+197,168
157
$67.1M 0.14%
3,442,905
-100,443
158
$65.9M 0.14%
1,251,644
+153,984
159
$65.5M 0.13%
2,804,325
+482,244
160
$64.4M 0.13%
720,439
+163,916
161
$63.6M 0.13%
1,472,569
-27,248
162
$61M 0.13%
1,482,760
-1,861,297
163
$61M 0.13%
755,765
-429,527
164
$60.8M 0.12%
1,312,580
-96,215
165
$60.2M 0.12%
1,490,424
-173,390
166
$60M 0.12%
2,325,822
+531,690
167
$59.4M 0.12%
+1,008,889
168
$58.2M 0.12%
3,018,636
+2,871,318
169
$58M 0.12%
2,014,216
-114,611
170
$57.9M 0.12%
2,227,428
+437,078
171
$56.8M 0.12%
946,035
+89,212
172
$56.1M 0.11%
1,613,986
+372,828
173
$55M 0.11%
1,188,331
+271,426
174
$54.1M 0.11%
3,306,529
+158,169
175
$53.8M 0.11%
790,255
+179,835
5 6
7
8 9