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
$68.3B
AUM Growth
-$3.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$368M
2
+$326M
3
+$268M
4
JPM icon
JPMorgan Chase
JPM
+$235M
5
SNY icon
Sanofi
SNY
+$223M

Top Sells

1
+$603M
2
+$482M
3
+$214M
4
KLAC icon
KLA
KLAC
+$203M
5
UNH icon
UnitedHealth
UNH
+$199M

Sector Composition

1 Financials 18.86%
2 Healthcare 17.72%
3 Industrials 14.6%
4 Technology 13.23%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$105M 0.15%
1,369,521
-282,740
177
$104M 0.15%
4,015,530
+22,723
178
$102M 0.15%
3,238,564
+230,698
179
$97.7M 0.14%
2,342,360
-128,342
180
$92.9M 0.14%
23,311
-1,406
181
$92.6M 0.14%
1,246,476
-1,664,806
182
$89.4M 0.13%
1,452,931
-51,050
183
$89.1M 0.13%
1,787,356
-108,025
184
$88.6M 0.13%
1,356,056
+76,845
185
$87.4M 0.13%
1,469,197
-489,050
186
$86.1M 0.13%
260,533
-599,351
187
$85.7M 0.13%
487,064
+29,447
188
$84.2M 0.12%
1,460,357
-68,960
189
$81.6M 0.12%
1,007,592
-450,781
190
$81.3M 0.12%
+622,595
191
$80.5M 0.12%
2,929,212
-4,158,905
192
$75.6M 0.11%
3,342,947
-192,774
193
$73.9M 0.11%
238,227
+11,115
194
$73.5M 0.11%
865,889
-21,312
195
$72.5M 0.11%
+3,557,141
196
$72.5M 0.11%
1,191,075
+70,169
197
$72.2M 0.11%
1,827,875
-36,360
198
$69.8M 0.1%
469,795
-318,158
199
$69.6M 0.1%
1,652,930
-475,979
200
$69.4M 0.1%
497,845
-29,885
6 7
8
9 10