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
$73.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$903M
2
+$369M
3
+$341M
4
UHS icon
Universal Health Services
UHS
+$294M
5
TTE icon
TotalEnergies
TTE
+$289M

Top Sells

1
+$1.05B
2
+$400M
3
+$391M
4
BA icon
Boeing
BA
+$349M
5
SLG icon
SL Green Realty
SLG
+$327M

Sector Composition

1 Financials 26.75%
2 Healthcare 13.56%
3 Industrials 13.48%
4 Technology 10.06%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$83.8M 0.11%
433,379
-23,453
202
$83.5M 0.11%
1,099,252
+808,149
203
$83.2M 0.11%
3,856,600
-716,660
204
$82.9M 0.11%
+2,782,747
205
$81.4M 0.11%
483,373
-25,970
206
$80.5M 0.11%
+2,307,274
207
$80.5M 0.11%
2,922,107
-1,650,330
208
$80.4M 0.11%
3,221,292
-628,200
209
$79.5M 0.11%
1,952,644
-418,994
210
$79.2M 0.11%
1,484,568
-50,239
211
$73M 0.1%
1,374,605
-87,707
212
$72.8M 0.1%
1,487,519
+341,641
213
$72.5M 0.1%
588,003
+484,218
214
$72.2M 0.1%
679,349
-14,405
215
$72M 0.1%
+22,646,761
216
$71.1M 0.1%
1,479,966
-60,613
217
$69.7M 0.09%
530,535
-5,508
218
$68.8M 0.09%
1,686,014
-65,724
219
$68.4M 0.09%
2,286,074
-1,628,192
220
$68.1M 0.09%
1,863,247
-162,306
221
$67.2M 0.09%
3,058,214
-59,503
222
$67.2M 0.09%
1,246,308
+80,410
223
$66.6M 0.09%
+681,324
224
$65M 0.09%
669,739
-1,130,688
225
$62.5M 0.08%
499,113
+31,713
7 8
9
10 11