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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$198M 0.23%
827,999
-494,664
152
$198M 0.23%
2,777,566
-517,744
153
$197M 0.23%
6,646,842
+112,088
154
$195M 0.23%
3,668,401
-13,170
155
$193M 0.23%
10,153,905
+330,057
156
$193M 0.23%
1,428,347
+55,811
157
$193M 0.23%
+665,752
158
$190M 0.22%
860,290
-152,126
159
$188M 0.22%
4,747,594
-1,928,175
160
$188M 0.22%
7,006,000
+1,840,638
161
$187M 0.22%
2,889,657
+583,656
162
$184M 0.22%
1,371,305
-728,831
163
$182M 0.21%
9,484,488
+171,207
164
$180M 0.21%
2,840,233
-413,493
165
$180M 0.21%
1,217,834
-233,218
166
$178M 0.21%
917,624
+16,387
167
$178M 0.21%
2,741,264
+2,612,648
168
$174M 0.21%
3,361,391
-17,438
169
$169M 0.2%
571,324
-163,515
170
$167M 0.2%
1,353,795
+5,175
171
$167M 0.2%
2,895,458
-88,567
172
$163M 0.19%
2,229,572
-22,517
173
$162M 0.19%
1,226,655
-474,613
174
$161M 0.19%
+1,978,056
175
$161M 0.19%
3,923,806
+59,419
5 6
7
8 9