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
$67.2B
AUM Growth
+$540M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$630M
3
+$336M
4
APC
Anadarko Petroleum
APC
+$303M
5
ELV icon
Elevance Health
ELV
+$269M

Top Sells

1
+$495M
2
+$397M
3
+$317M
4
XOM icon
Exxon Mobil
XOM
+$311M
5
TWX
Time Warner Inc
TWX
+$293M

Sector Composition

1 Financials 24.59%
2 Technology 16.44%
3 Healthcare 15.74%
4 Industrials 11.76%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$58.6M 0.09%
+1,965,354
202
$56.1M 0.08%
689,851
+40,334
203
$54.9M 0.08%
1,242,224
+103,144
204
$54.2M 0.08%
1,970,489
-157,864
205
$54.2M 0.08%
1,046,585
-38,971
206
$51.8M 0.08%
+1,332,027
207
$51.7M 0.08%
627,190
-9,128
208
$51.2M 0.08%
2,192,241
-175,894
209
$49.6M 0.07%
4,116,289
+622,125
210
$48.7M 0.07%
1,259,596
-57,010
211
$48.1M 0.07%
423,574
+35,719
212
$48.1M 0.07%
1,110,688
+92,617
213
$47.1M 0.07%
912,704
-60,094
214
$46M 0.07%
1,399,882
-106,964
215
$45.6M 0.07%
3,890,393
+1,144,224
216
$45.5M 0.07%
535,733
-12,515
217
$45.5M 0.07%
261,555
-442,870
218
$45.2M 0.07%
1,019,895
+14,043
219
$43.8M 0.07%
+548,963
220
$43.5M 0.06%
761,642
-38,019
221
$43M 0.06%
459,706
-25,043
222
$41.9M 0.06%
2,919,067
-130,448
223
$41.7M 0.06%
2,259,459
+188,240
224
$40.8M 0.06%
1,162,765
+97,069
225
$39.8M 0.06%
619,064
-23,972
7 8
9
10 11