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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$156M 0.19%
1,162,642
+1,016,010
177
$147M 0.18%
837,990
-537,203
178
$137M 0.17%
5,900,394
-151,708
179
$137M 0.17%
1,493,574
-5,843
180
$137M 0.17%
1,762,248
+327,833
181
$136M 0.16%
414,204
-229,103
182
$136M 0.16%
652,510
-8,365
183
$133M 0.16%
1,979,199
-46,706
184
$132M 0.16%
5,479,835
-1,047,106
185
$124M 0.15%
1,410,861
-672,328
186
$124M 0.15%
1,079,886
-1,555,322
187
$123M 0.15%
11,374,157
+1,562,142
188
$121M 0.15%
958,170
+775,600
189
$121M 0.15%
329,261
+327,008
190
$120M 0.15%
2,243,076
-534,052
191
$120M 0.15%
838,470
-1,956
192
$118M 0.14%
1,662,894
-5,469
193
$117M 0.14%
+382,862
194
$114M 0.14%
958,914
-222,569
195
$110M 0.13%
3,210,595
+736,567
196
$108M 0.13%
+2,078,861
197
$106M 0.13%
604,919
-26,643
198
$103M 0.12%
510,000
-2,302
199
$103M 0.12%
1,073,891
-16,346
200
$102M 0.12%
7,827,706
+2,590,583
6 7
8
9 10