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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$66.3M 0.12%
1,251,350
-54,359
202
$64.8M 0.12%
2,201,749
-88,200
203
$64.7M 0.12%
1,861,204
-1,533,503
204
$64.4M 0.12%
896,637
+12,022
205
$62.6M 0.11%
795,910
-861,189
206
$62.4M 0.11%
1,417,609
-10,540
207
$61.1M 0.11%
1,820,076
-36,061
208
$60.8M 0.11%
291,077
+4,093
209
$60.4M 0.11%
1,542,517
-65,245
210
$59.9M 0.11%
1,025,379
-158,260
211
$59.8M 0.11%
2,542,246
-112,930
212
$59.5M 0.11%
+3,475,465
213
$58.8M 0.11%
646,625
-20,825
214
$58.6M 0.11%
1,735,685
-864,832
215
$58.5M 0.11%
640,219
+8,550
216
$57.9M 0.11%
643,386
+72,185
217
$57.5M 0.1%
1,567,887
-363,361
218
$56.9M 0.1%
1,070,961
-189,965
219
$56.8M 0.1%
535,945
-133,511
220
$56.8M 0.1%
1,226,855
-130,700
221
$55M 0.1%
1,966,357
+26,338
222
$53.9M 0.1%
951,864
-44,861
223
$52.7M 0.1%
5,486,796
-410,053
224
$51.4M 0.09%
2,080,964
-109,174
225
$49.2M 0.09%
2,953,079
-108,517
7 8
9
10 11