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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$92.4M 0.14%
965,883
-77,997
177
$91.9M 0.14%
+943,634
178
$90.7M 0.14%
978,848
+61,728
179
$87.5M 0.13%
917,767
+17,668
180
$83.3M 0.12%
3,550,832
+152,416
181
$81.8M 0.12%
3,067,026
+254,230
182
$80.2M 0.12%
1,174,210
-86,582
183
$79.6M 0.12%
1,384,930
-64,476
184
$79.3M 0.12%
756,756
+11,181
185
$78.8M 0.12%
665,938
-63,833
186
$77.5M 0.12%
2,184,792
-96,085
187
$76.2M 0.11%
3,395,645
-92,448
188
$74M 0.11%
+527,987
189
$71.7M 0.11%
+941,218
190
$71.2M 0.11%
963,457
+6,408
191
$70.3M 0.1%
597,100
+958
192
$69.4M 0.1%
903,158
-211,857
193
$69.1M 0.1%
1,781,504
+147,858
194
$66.6M 0.1%
224,550
+33
195
$64.3M 0.1%
1,522,806
+126,219
196
$63M 0.09%
513,097
+42,458
197
$61.1M 0.09%
379,514
+147,260
198
$60.6M 0.09%
789,923
-63,268
199
$59.8M 0.09%
+2,452,880
200
$58.6M 0.09%
1,104,729
+91,619
6 7
8
9 10