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
$48.8B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$182M
4
AVGO icon
Broadcom
AVGO
+$178M
5
WDC icon
Western Digital
WDC
+$163M

Top Sells

1
+$255M
2
+$228M
3
+$149M
4
PARA
Paramount Global Class B
PARA
+$148M
5
MCK icon
McKesson
MCK
+$140M

Sector Composition

1 Financials 24.38%
2 Healthcare 15.25%
3 Technology 13.11%
4 Industrials 10.61%
5 Energy 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$42.5M 0.09%
726,796
+358,468
202
$42.4M 0.09%
3,791,516
-131,548
203
$41.3M 0.08%
668,985
+16,912
204
$41.3M 0.08%
1,284,889
+388,018
205
$41M 0.08%
1,682,841
-26,585
206
$40.1M 0.08%
2,591,728
-157,457
207
$39.6M 0.08%
897,612
+204,766
208
$39.6M 0.08%
1,198,076
-83,390
209
$39M 0.08%
595,696
-42,197
210
$38.3M 0.08%
487,718
+5,895
211
$36.4M 0.07%
3,252,069
+716,074
212
$36.1M 0.07%
1,814,007
+413,781
213
$35.6M 0.07%
1,082,414
+104,173
214
$35.3M 0.07%
+831,885
215
$34.9M 0.07%
252,719
-146,201
216
$34.4M 0.07%
448,969
-237,117
217
$34.3M 0.07%
970,865
+351,806
218
$34.2M 0.07%
669,369
-839,398
219
$33.9M 0.07%
481,090
-11,476
220
$33.8M 0.07%
+474,661
221
$33.8M 0.07%
1,666,566
-84,345
222
$33.6M 0.07%
1,700,469
+272,339
223
$33.6M 0.07%
1,748,595
-27,993
224
$33.6M 0.07%
1,063,349
+386,884
225
$33.5M 0.07%
4,516,055
+2,568
7 8
9
10 11