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
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$68.2M 0.1%
613,885
-391,956
202
$65.2M 0.1%
1,382,124
-557,604
203
$64.7M 0.1%
+544,833
204
$63.5M 0.09%
1,530,255
+162,795
205
$63M 0.09%
987,560
+192,400
206
$61.2M 0.09%
2,325,745
+898,940
207
$61.2M 0.09%
1,322,266
-3,952
208
$60.3M 0.09%
233,062
-6,205
209
$60.1M 0.09%
1,057,226
+249,158
210
$60M 0.09%
3,171,876
-126,334
211
$59.7M 0.09%
4,279,284
-1,241,691
212
$58.7M 0.09%
45,541
+29,444
213
$58.4M 0.09%
553,673
+311,129
214
$56.9M 0.08%
1,882,008
+36,466
215
$56.9M 0.08%
919,106
-455,195
216
$54.7M 0.08%
1,588,590
-2,473,987
217
$51.7M 0.08%
802,380
-2,966
218
$50M 0.07%
1,783,970
-1,341,536
219
$46.9M 0.07%
1,229,812
+176,816
220
$46.7M 0.07%
2,541,995
-57,599
221
$45.5M 0.07%
741,090
+666,985
222
$42.7M 0.06%
765,682
+4,098
223
$42.6M 0.06%
1,043,063
-25,629
224
$42.5M 0.06%
856,823
-1,161,164
225
$41.5M 0.06%
1,199,281
-1,553,964
7 8
9
10 11