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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$117M 0.14%
1,671,523
-1,198,897
202
$115M 0.14%
+1,338,080
203
$115M 0.14%
3,253,975
+59,323
204
$113M 0.13%
724,422
-407,427
205
$110M 0.13%
964,787
-114,250
206
$106M 0.13%
1,693,605
-10,837
207
$106M 0.12%
1,186,281
+768,333
208
$105M 0.12%
964,752
-50,827
209
$102M 0.12%
1,378,159
-40,172
210
$101M 0.12%
1,282,302
-8,295
211
$101M 0.12%
616,941
+11,017
212
$95.9M 0.11%
1,336,564
+50,621
213
$95.8M 0.11%
+2,983,146
214
$93.9M 0.11%
2,504,435
+199,945
215
$91.6M 0.11%
843,213
-168,895
216
$78.2M 0.09%
652,204
-22,673
217
$77.9M 0.09%
761,148
-216,301
218
$77.6M 0.09%
678,374
-30,966
219
$75.5M 0.09%
8,219,858
-1,075,977
220
$74.8M 0.09%
400,576
-75,691
221
$74.7M 0.09%
1,618,701
-203,826
222
$73.3M 0.09%
1,734,047
-85,204
223
$71.6M 0.08%
92,519
-615
224
$66.8M 0.08%
352,250
-2,297
225
$66.4M 0.08%
608,480
+9,363
7 8
9
10 11