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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$160M 0.19%
1,936,227
-3,308
177
$158M 0.19%
7,831,177
+1,201,922
178
$156M 0.18%
924,889
-30,828
179
$154M 0.18%
+1,403,346
180
$153M 0.18%
1,496,166
-600,362
181
$149M 0.18%
1,668,046
+41,195
182
$148M 0.18%
656,103
+5,542
183
$147M 0.17%
787,873
-165,191
184
$146M 0.17%
3,238,179
-703,978
185
$146M 0.17%
2,938,794
+61,985
186
$145M 0.17%
85,097
-2,574
187
$145M 0.17%
526,783
-3,502
188
$144M 0.17%
810,434
+89,646
189
$143M 0.17%
811,531
-594,370
190
$139M 0.16%
1,439,175
-111,992
191
$138M 0.16%
1,213,160
-7,931
192
$134M 0.16%
1,286,286
-721,134
193
$130M 0.15%
868,937
+15,407
194
$128M 0.15%
1,427,017
+28,598
195
$126M 0.15%
1,356,062
+350,115
196
$126M 0.15%
455,749
-20,257
197
$126M 0.15%
1,157,618
-887,624
198
$123M 0.14%
3,477,194
-1,607,659
199
$122M 0.14%
+587,690
200
$119M 0.14%
518,828
-3,451
6 7
8
9 10