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
$54.4B
AUM Growth
+$4.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$324M
3
+$309M
4
NVS icon
Novartis
NVS
+$293M
5
SSNC icon
SS&C Technologies
SSNC
+$285M

Top Sells

1
+$583M
2
+$571M
3
+$542M
4
B
Barrick Mining
B
+$405M
5
CMCSA icon
Comcast
CMCSA
+$391M

Sector Composition

1 Financials 21.37%
2 Healthcare 16.65%
3 Industrials 14.47%
4 Technology 14.11%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$67.8M 0.12%
540,481
-14,789
202
$67M 0.12%
2,289,949
-847,342
203
$66.3M 0.12%
494,679
-1,382,729
204
$66.1M 0.12%
1,305,709
+6,325
205
$66.1M 0.12%
+990,104
206
$65.9M 0.12%
884,615
-147,626
207
$64M 0.12%
4,654,143
-887,778
208
$63.8M 0.12%
2,665,222
-32,267
209
$62.5M 0.11%
733,585
-20,034
210
$61.4M 0.11%
+1,927,028
211
$60.9M 0.11%
1,457,301
+160,820
212
$60.8M 0.11%
2,268,667
-443,075
213
$58.5M 0.11%
631,669
-17,268
214
$58.5M 0.11%
404,289
-154,631
215
$57.8M 0.11%
1,428,149
-121,777
216
$57.4M 0.11%
5,896,849
-1,556,801
217
$57.3M 0.11%
667,450
-1,437,555
218
$56.7M 0.1%
+748,256
219
$56.5M 0.1%
286,984
-7,922
220
$56.1M 0.1%
488,428
-3,050
221
$56M 0.1%
2,600,517
+21,250
222
$55.3M 0.1%
497,663
-2,889,123
223
$53.4M 0.1%
+1,940,019
224
$52.9M 0.1%
1,357,555
-10,041,546
225
$52.5M 0.1%
3,061,596
-210,579
7 8
9
10 11