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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$153M 0.2%
2,239,391
-662,042
152
$152M 0.2%
3,792,595
+2,812,729
153
$152M 0.2%
1,518,882
+73,481
154
$150M 0.2%
11,002,631
+233,256
155
$148M 0.19%
3,709,935
-1,293,677
156
$144M 0.19%
3,018,053
-385,282
157
$141M 0.19%
1,263,382
-216,471
158
$140M 0.18%
3,826,466
+1,604,139
159
$139M 0.18%
3,865,103
-801,755
160
$139M 0.18%
2,234,834
+38,314
161
$139M 0.18%
3,914,266
-1,238,760
162
$139M 0.18%
1,703,347
+554,842
163
$136M 0.18%
1,039,307
+83,245
164
$134M 0.18%
18,512,426
-66,196
165
$133M 0.17%
5,313,018
-9,781,721
166
$133M 0.17%
12,645,245
-705,910
167
$130M 0.17%
664,532
+25,249
168
$125M 0.16%
1,396,971
+56,407
169
$125M 0.16%
555,132
+42,535
170
$123M 0.16%
967,531
-352,424
171
$123M 0.16%
925,653
+20,667
172
$122M 0.16%
760,353
-209,617
173
$119M 0.16%
2,328,332
+117,943
174
$116M 0.15%
2,123,151
-2,162,339
175
$114M 0.15%
4,468,142
-47,278
5 6
7
8 9