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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$87.3M 0.16%
1,257,055
-45,154
177
$85.4M 0.16%
4,549,617
+60,719
178
$84.4M 0.15%
7,579,012
-2,297,290
179
$84.1M 0.15%
370,061
-211,522
180
$83.8M 0.15%
20,511
-1,615
181
$83.4M 0.15%
639,811
-92,119
182
$83.4M 0.15%
900,989
+12,037
183
$82.8M 0.15%
291,865
-12,909
184
$79.6M 0.14%
2,082,947
-2,870
185
$77.8M 0.14%
568,810
+28,329
186
$76.4M 0.14%
758,401
+10,145
187
$74.9M 0.14%
+334,425
188
$74.4M 0.14%
581,603
-43,337
189
$72.5M 0.13%
740,788
-898,396
190
$71.5M 0.13%
3,558,734
+12,524
191
$71.1M 0.13%
1,922,932
-4,096
192
$70.7M 0.13%
424,004
-73,659
193
$70M 0.13%
+1,966,502
194
$70M 0.13%
475,432
-19,247
195
$69M 0.13%
2,290,109
+832,808
196
$68.9M 0.13%
1,355,576
-657,911
197
$68.9M 0.13%
2,010,429
-102,452
198
$68.2M 0.12%
3,219,253
-181,369
199
$67.5M 0.12%
336,136
+332,613
200
$66.4M 0.12%
1,003,518
+13,414
6 7
8
9 10