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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$150M 0.19%
3,907,349
+443,555
152
$149M 0.19%
6,845,785
+114,766
153
$147M 0.19%
2,148,234
-2,667,312
154
$143M 0.18%
1,810,043
+1,151,323
155
$142M 0.18%
713,312
-421,065
156
$138M 0.18%
6,236,265
-482,521
157
$137M 0.18%
3,088,036
+554,983
158
$137M 0.18%
684,656
-348,632
159
$136M 0.17%
1,658,826
+8,132
160
$136M 0.17%
1,126,133
-50,353
161
$135M 0.17%
6,174,030
-3,504,160
162
$134M 0.17%
1,065,928
+120,897
163
$134M 0.17%
2,452,470
+280,215
164
$133M 0.17%
1,249,243
+41,889
165
$132M 0.17%
3,344,272
+52,682
166
$132M 0.17%
1,100,419
+125,457
167
$131M 0.17%
2,901,889
+330,391
168
$124M 0.16%
1,992,235
-1,479,342
169
$123M 0.16%
5,321,992
+604,139
170
$122M 0.16%
2,963,789
+336,536
171
$119M 0.15%
1,792,427
+54,087
172
$118M 0.15%
1,893,353
-256,760
173
$115M 0.15%
6,449,781
+1,474,120
174
$113M 0.14%
1,821,280
-821,193
175
$113M 0.14%
3,127,142
+90,418
5 6
7
8 9