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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$194M 0.24%
1,749,767
-44,863
152
$194M 0.23%
4,562,625
+3,288,048
153
$194M 0.23%
1,154,791
-29,339
154
$193M 0.23%
2,897,654
-73,839
155
$193M 0.23%
2,800,260
-511,914
156
$193M 0.23%
727,584
-371,118
157
$190M 0.23%
2,191,697
-9,827
158
$190M 0.23%
6,095,518
+806,130
159
$189M 0.23%
573,223
-381,947
160
$187M 0.23%
1,243,117
-220,751
161
$185M 0.22%
905,783
+273,628
162
$184M 0.22%
1,240,109
-226,707
163
$184M 0.22%
524,762
+4,639
164
$183M 0.22%
4,825,618
-146,134
165
$180M 0.22%
3,369,425
-107,740
166
$178M 0.22%
1,441,606
-1,110,594
167
$176M 0.21%
9,954,419
+156,536
168
$175M 0.21%
+2,606,103
169
$174M 0.21%
2,433,646
-500,197
170
$171M 0.21%
2,350,362
+2,327,041
171
$166M 0.2%
3,605,397
-449,753
172
$165M 0.2%
13,704,339
+1,390,559
173
$163M 0.2%
85,236
-209
174
$159M 0.19%
6,298,482
-112,189
175
$157M 0.19%
1,469,300
+797,069
5 6
7
8 9