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Boston Partners

Boston Partners Portfolio holdings

AUM $95.5B
1-Year Est. Return 28.4%
This Fund
S&P 500
This Quarter Est. Return
+1.76%
1 Year Est. Return
+28.4%
3 Year Est. Return
+84.58%
5 Year Est. Return
+116.72%
10 Year Est. Return
+426.49%
AUM
$82.7B
AUM Growth
+$473M
Cap. Flow
+$823M
Cap. Flow %
0.99%
Top 10 Hldgs %
14.9%
Holding
783
New
76
Increased
301
Reduced
323
Closed
81

Top Buys

Rank Stock Value
1
KO icon
Coca-Cola
KO
+$598M
2
APO icon
Apollo Global Management
APO
+$418M
3
ALL icon
Allstate
ALL
+$416M
4
SCHW
Charles Schwab
SCHW
+$385M
5
DGX icon
Quest Diagnostics
DGX
+$377M

Top Sells

Rank Stock Value
1
AMGN icon
Amgen
AMGN
+$431M
2
DAL icon
Delta Air Lines
DAL
+$318M
3
DE icon
Deere & Co
DE
+$282M
4
RHI icon
Robert Half
RHI
+$270M
5
CW icon
Curtiss-Wright
CW
+$265M

Sector Composition

Rank Sector Weight
1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.72%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHDN icon
151
Churchill Downs
CHDN
$6.13B
$194M 0.24%
1,749,767
-44,863
-2% -$5.36M
LKQ icon
152
LKQ Corp
LKQ
$6.71B
$194M 0.23%
4,562,625
+3,288,048
+258% +$130M
AMG icon
153
Affiliated Managers Group
AMG
$9.55B
$194M 0.23%
1,154,791
-29,339
-2% -$5.11M
ELS icon
154
Equity Lifestyle Properties
ELS
$12.7B
$193M 0.23%
2,897,654
-73,839
-2% -$4.93M
UAL icon
155
United Airlines
UAL
$38.9B
$193M 0.23%
2,800,260
-511,914
-15% -$48.3M
HUM icon
156
Humana
HUM
$46B
$193M 0.23%
727,584
-371,118
-34% -$100M
AIG icon
157
American International
AIG
$42.1B
$190M 0.23%
2,191,697
-9,827
-0.4% -$764K
DD icon
158
DuPont de Nemours
DD
$18.6B
$190M 0.23%
2,031,839
+268,710
+15% +$26.2M
MOH icon
159
Molina Healthcare
MOH
$10.6B
$189M 0.23%
573,223
-381,947
-40% -$115M
LSTR icon
160
Landstar System
LSTR
$6.53B
$187M 0.23%
1,243,117
-220,751
-15% -$35.6M
WTS icon
161
Watts Water Technologies
WTS
$11.5B
$185M 0.22%
905,783
+273,628
+43% +$57.4M
EXR icon
162
Extra Space Storage
EXR
$31.3B
$184M 0.22%
1,240,109
-226,707
-15% -$34.4M
V icon
163
Visa
V
$691B
$184M 0.22%
524,762
+4,639
+0.9% +$1.57M
FCX icon
164
Freeport-McMoran
FCX
$88.6B
$183M 0.22%
4,825,618
-146,134
-3% -$5.59M
LW icon
165
Lamb Weston
LW
$7.17B
$180M 0.22%
3,369,425
-107,740
-3% -$6.1M
PSX icon
166
Phillips 66
PSX
$83.3B
$178M 0.22%
1,441,606
-1,110,594
-44% -$137M
REZI icon
167
Resideo Technologies
REZI
$5.29B
$176M 0.21%
9,954,419
+156,536
+2% +$3.21M
BXP icon
168
Boston Properties
BXP
$11B
$175M 0.21%
+2,606,103
New +$183M
EQR icon
169
Equity Residential
EQR
$25.3B
$174M 0.21%
2,433,646
-500,197
-17% -$35.3M
LRCX icon
170
Lam Research
LRCX
$354B
$171M 0.21%
2,350,362
+2,327,041
+9,978% +$183M
CMC icon
171
Commercial Metals
CMC
$7.47B
$166M 0.2%
3,605,397
-449,753
-11% -$21.9M
RKT icon
172
Rocket Companies
RKT
$37.9B
$165M 0.2%
13,704,339
+1,390,559
+11% +$17.9M
WTM icon
173
White Mountains Insurance
WTM
$5.42B
$163M 0.2%
85,236
-209
-0.2% -$393K
HOG icon
174
Harley-Davidson
HOG
$2.61B
$159M 0.19%
6,298,482
-112,189
-2% -$3M
UFPI icon
175
UFP Industries
UFPI
$4.99B
$157M 0.19%
1,469,300
+797,069
+119% +$88.9M
5 6
7
8 9

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Boston Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Partners held 783 positions worth $82.7B, up 0.58% from $82.2B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Boston Partners's Q1 2025 filing shows 76 new, 301 increased, 323 reduced and 81 closed positions. Its largest new stake was Coca-Cola: 8,951,766 shares worth $642M. The largest sale was Amgen, an estimated $431M.

By sector, the portfolio is most concentrated in Financials at 21% of assets, up from 21% a quarter earlier, followed by Technology and Industrials.

  • Boston Partners's largest Q1 2025 buy was Coca-Cola: 8,951,766 shares worth $642M.
  • Boston Partners added most to Allstate in Q1 2025, an estimated $416M increase.
  • Boston Partners's biggest Q1 2025 reduction was Amgen, cutting an estimated $431M.
  • Boston Partners fully exited Hologic in Q1 2025, selling an estimated $258M.
  • Boston Partners's ten largest holdings make up 15% of its $82.7B portfolio in Q1 2025.
  • Boston Partners opened 76 new positions and closed 81 in Q1 2025.
  • Boston Partners's portfolio value rose 0.58% quarter-over-quarter to $82.7B.

Based on Boston Partners's 13F filing for Q1 2025, filed 13 May 2025.