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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$72.4M 0.09%
1,123,731
-208,476
202
$71.2M 0.09%
713,851
-13,225
203
$71M 0.09%
633,881
+72,270
204
$69.5M 0.09%
905,541
+161,954
205
$69.1M 0.09%
1,656,986
-32,233
206
$68.9M 0.09%
486,987
+14,082
207
$66.3M 0.08%
554,266
-1,326,178
208
$66.1M 0.08%
1,048,179
+30,788
209
$65.4M 0.08%
907,027
-316,398
210
$64.3M 0.08%
1,405,307
-3,150
211
$62.8M 0.08%
1,654,811
-434,439
212
$62.4M 0.08%
2,676,228
+305,167
213
$62.3M 0.08%
5,009,346
+345,639
214
$62M 0.08%
2,020,250
-2,815,535
215
$60.7M 0.08%
1,316,938
+934,434
216
$60.3M 0.08%
9,059,099
+5,475,789
217
$59.6M 0.08%
3,319,552
-29,440
218
$59.5M 0.08%
738,256
+81,542
219
$58.9M 0.08%
4,648,327
+498,267
220
$58.5M 0.07%
3,196,109
+38,128
221
$58.2M 0.07%
939,368
-2,884,968
222
$58.1M 0.07%
5,071,708
+489,562
223
$58.1M 0.07%
538,525
+11,805
224
$56.8M 0.07%
276,262
-6,113
225
$56.8M 0.07%
310,663
-6,968
7 8
9
10 11