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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$85.3M 0.11%
509,343
-26,946
202
$83.2M 0.11%
1,395,202
+1,014,568
203
$82.9M 0.11%
+579,161
204
$82.1M 0.11%
1,536,472
-44,552
205
$81.3M 0.11%
456,832
-594,957
206
$81.2M 0.11%
1,923,905
-53,733
207
$80.7M 0.11%
592,375
-27,293
208
$80.5M 0.11%
3,310,976
+264,851
209
$79.8M 0.1%
1,560,610
-263,325
210
$75.5M 0.1%
+3,475,225
211
$74.6M 0.1%
1,462,312
+426,193
212
$72.5M 0.1%
1,540,579
-37,435
213
$72.3M 0.09%
1,285,276
+92,244
214
$70.1M 0.09%
1,517,185
-264,980
215
$69.9M 0.09%
+536,043
216
$67.2M 0.09%
3,535,990
+631,328
217
$66M 0.09%
472,988
-71,124
218
$65.5M 0.09%
3,009,261
-167,077
219
$64.6M 0.08%
1,057,897
+84,746
220
$64M 0.08%
2,025,553
-463,829
221
$61.8M 0.08%
1,494,696
-275,551
222
$61M 0.08%
3,117,717
+424,373
223
$60.8M 0.08%
1,145,878
+91,789
224
$60.7M 0.08%
1,751,738
-97,608
225
$60M 0.08%
1,199,208
-65,866
7 8
9
10 11