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
$68.3B
AUM Growth
-$3.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$368M
2
+$326M
3
+$268M
4
JPM icon
JPMorgan Chase
JPM
+$235M
5
SNY icon
Sanofi
SNY
+$223M

Top Sells

1
+$603M
2
+$482M
3
+$214M
4
KLAC icon
KLA
KLAC
+$203M
5
UNH icon
UnitedHealth
UNH
+$199M

Sector Composition

1 Financials 18.86%
2 Healthcare 17.72%
3 Industrials 14.6%
4 Technology 13.23%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$67.4M 0.1%
2,150,596
-1,012,026
202
$65.4M 0.1%
404,732
-24,216
203
$64.7M 0.09%
+1,419,488
204
$64M 0.09%
1,865,572
-85,407
205
$63.2M 0.09%
3,377,013
+282,721
206
$58.9M 0.09%
9,598,309
+412,203
207
$58.6M 0.09%
174,759
+171,433
208
$57.7M 0.08%
1,159,628
-77,710
209
$57.1M 0.08%
618,778
-33,772
210
$56.8M 0.08%
964,781
+50,743
211
$56.3M 0.08%
2,193,325
+194,863
212
$54.1M 0.08%
1,081,370
+15,319
213
$53.3M 0.08%
803,567
-48,176
214
$52.9M 0.08%
+917,926
215
$51.6M 0.08%
1,762,471
-54,997
216
$50.7M 0.07%
907,778
-54,589
217
$50.1M 0.07%
1,755,487
-101,737
218
$49.2M 0.07%
3,258,154
-155,397
219
$48.3M 0.07%
482,487
+72,664
220
$48.3M 0.07%
1,015,521
+171,060
221
$47.8M 0.07%
1,998,749
-37,450
222
$45.8M 0.07%
348,793
-6,392
223
$45.4M 0.07%
276,157
+141,107
224
$43.8M 0.06%
1,172,729
-2,747,811
225
$43.7M 0.06%
360,325
-144,786
7 8
9
10 11