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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$115M 0.21%
364,984
-22,251
152
$115M 0.21%
3,020,859
+40,452
153
$115M 0.21%
1,925,916
-700,331
154
$113M 0.21%
3,934,768
+52,671
155
$109M 0.2%
1,382,674
+16,249
156
$107M 0.2%
2,896,209
-60,400
157
$107M 0.19%
1,331,668
-518,897
158
$107M 0.19%
2,156,979
-46,900
159
$103M 0.19%
1,128,780
-74,576
160
$103M 0.19%
1,799,649
-34,827
161
$103M 0.19%
132,081
-5,387
162
$101M 0.18%
12,585,126
+2,518,092
163
$99.5M 0.18%
2,200,486
-127,272
164
$97.7M 0.18%
3,599,057
+48,181
165
$96.4M 0.18%
2,944,488
+46,503
166
$94.2M 0.17%
1,163,124
-427,751
167
$93.8M 0.17%
3,049,212
+374,594
168
$93.7M 0.17%
751,121
+4,656
169
$91.3M 0.17%
754,085
-169,929
170
$91.1M 0.17%
2,070,508
+993,960
171
$91M 0.17%
1,752,305
+24,377
172
$89.6M 0.16%
1,510,653
+2,330
173
$88M 0.16%
1,633,831
-93,587
174
$87.7M 0.16%
939,673
+206,088
175
$87.4M 0.16%
+4,531,866
5 6
7
8 9