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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$113M 0.14%
127,958
+2,979
177
$112M 0.14%
4,729,542
+843,462
178
$107M 0.14%
1,327,553
+37,028
179
$106M 0.13%
2,244,873
-7,331,163
180
$104M 0.13%
704,226
-105,498
181
$102M 0.13%
2,366,642
+606,821
182
$97.7M 0.12%
994,562
+125,954
183
$97.1M 0.12%
1,084,390
+279,302
184
$96.3M 0.12%
1,055,713
+14,356
185
$94.6M 0.12%
2,289,921
+1,506,481
186
$93.2M 0.12%
1,168,487
+67,938
187
$91.8M 0.12%
1,744,063
+186,545
188
$90.6M 0.12%
2,164,687
+244,779
189
$85M 0.11%
2,343,605
+470,306
190
$82.7M 0.11%
+844,070
191
$82.7M 0.11%
1,325,463
+65,859
192
$80.5M 0.1%
347,537
-123,796
193
$79.9M 0.1%
2,610,852
-1,390,190
194
$78.9M 0.1%
1,006,542
+4,895
195
$77.9M 0.1%
+5,362,764
196
$77.4M 0.1%
325,380
+31,459
197
$75.1M 0.1%
752,640
-1,953,783
198
$75.1M 0.1%
+5,757,211
199
$73.7M 0.09%
3,211,264
-582,405
200
$72.6M 0.09%
259,113
+32,692
6 7
8
9 10