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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$130M 0.19%
829,907
+1,801
152
$129M 0.19%
1,761,936
+833,586
153
$128M 0.19%
20,172,114
+2,790,842
154
$128M 0.19%
2,532,163
+2,484,950
155
$127M 0.19%
857,132
+86,825
156
$125M 0.18%
3,863,644
-601,976
157
$124M 0.18%
2,465,182
+249,654
158
$123M 0.18%
3,454,078
-7,041,722
159
$123M 0.18%
6,866,452
+6,078,412
160
$119M 0.18%
1,869,423
-28,288
161
$116M 0.17%
10,930,428
+220,976
162
$115M 0.17%
1,064,340
-753,043
163
$115M 0.17%
3,425,447
+165,398
164
$114M 0.17%
1,441,097
+303,869
165
$114M 0.17%
3,789,957
+919,468
166
$114M 0.17%
3,196,051
+1,809,771
167
$114M 0.17%
3,499,822
-932,212
168
$111M 0.16%
4,910,277
+2,210,330
169
$110M 0.16%
2,791,649
+2,562,837
170
$109M 0.16%
466,204
-248,971
171
$108M 0.16%
4,000,284
-778,086
172
$108M 0.16%
2,904,774
-1,971,612
173
$105M 0.15%
130,937
-6,454
174
$104M 0.15%
2,901,454
+296,717
175
$104M 0.15%
3,700,468
+250,645
5 6
7
8 9