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
$54.4B
AUM Growth
+$4.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$324M
3
+$309M
4
NVS icon
Novartis
NVS
+$293M
5
SSNC icon
SS&C Technologies
SSNC
+$285M

Top Sells

1
+$583M
2
+$571M
3
+$542M
4
B
Barrick Mining
B
+$405M
5
CMCSA icon
Comcast
CMCSA
+$391M

Sector Composition

1 Financials 21.37%
2 Healthcare 16.65%
3 Industrials 14.47%
4 Technology 14.11%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$109M 0.2%
+3,330,138
152
$109M 0.2%
10,180,751
+8,899,021
153
$108M 0.2%
1,208,909
-23,827
154
$108M 0.2%
975,856
-301,745
155
$107M 0.2%
1,149,043
-64,554
156
$106M 0.19%
3,766,378
+490,425
157
$105M 0.19%
2,897,985
-143,314
158
$105M 0.19%
1,571,917
+657,054
159
$104M 0.19%
2,319,360
+1,773,250
160
$101M 0.19%
1,727,928
-47,270
161
$101M 0.19%
3,882,097
+972,881
162
$98.9M 0.18%
1,203,356
+66,306
163
$98.8M 0.18%
1,437,764
+86,119
164
$98.2M 0.18%
10,067,034
+5,326,543
165
$97.9M 0.18%
+3,550,876
166
$97.8M 0.18%
4,337,101
-383,476
167
$96.7M 0.18%
731,930
-783,501
168
$96.2M 0.18%
+1,366,425
169
$95.9M 0.18%
1,508,323
-57,397
170
$95.5M 0.18%
2,327,758
+1,217,606
171
$94.7M 0.17%
+4,268,068
172
$92.6M 0.17%
3,103,056
+2,699,204
173
$92.1M 0.17%
+6,935,986
174
$91.7M 0.17%
1,265,058
+968,551
175
$88.2M 0.16%
581,583
-135,474
5 6
7
8 9