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
$72.7B
AUM Growth
-$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$462M
2
+$443M
3
+$419M
4
HAL icon
Halliburton
HAL
+$387M
5
BMY icon
Bristol-Myers Squibb
BMY
+$297M

Top Sells

1
+$473M
2
+$407M
3
+$362M
4
ABBV icon
AbbVie
ABBV
+$337M
5
UNP icon
Union Pacific
UNP
+$299M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.9%
3 Technology 15.79%
4 Industrials 15.33%
5 Consumer Discretionary 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$76M 0.1%
230,304
-85,507
202
$75.4M 0.1%
281,582
+35,256
203
$73.8M 0.1%
3,081,410
-48,845
204
$72.8M 0.1%
1,040,270
-3,635
205
$72.5M 0.1%
373,826
-6,366
206
$72.2M 0.1%
+1,297,917
207
$70.6M 0.1%
565,524
-19,775
208
$67.7M 0.09%
+1,403,373
209
$66.3M 0.09%
1,151,911
+49,487
210
$64.7M 0.09%
804,943
+50,045
211
$64.4M 0.09%
484,073
+147,124
212
$62.1M 0.09%
1,130,236
+4,209
213
$61.9M 0.09%
1,732,811
+293,446
214
$61.4M 0.08%
839,292
-13,856
215
$61.4M 0.08%
3,276,751
+2,610,683
216
$56.2M 0.08%
595,269
+241,455
217
$55.5M 0.08%
484,122
-1,724,295
218
$55.1M 0.08%
7,556,771
+311,603
219
$54.9M 0.08%
663,664
+147,440
220
$54.8M 0.08%
1,691,858
+7,369
221
$54.4M 0.07%
279,828
-49,649
222
$54.3M 0.07%
490,373
+5,111
223
$53.7M 0.07%
1,351,089
-849,425
224
$53.4M 0.07%
1,897,908
+4,428
225
$53.3M 0.07%
3,012,835
-42,219
7 8
9
10 11