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
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$101M 0.12%
920,700
-328,794
202
$92.2M 0.11%
350,506
-6,597
203
$89.9M 0.11%
696,178
-233,891
204
$83.4M 0.1%
1,263,961
+158,102
205
$83.3M 0.1%
2,630,793
+2,279,247
206
$82.7M 0.1%
+2,377,320
207
$81.8M 0.1%
2,050,067
-641,541
208
$79.8M 0.1%
978,836
-11,580
209
$79.6M 0.1%
585,343
-5,965
210
$78.4M 0.09%
650,458
+39,537
211
$78M 0.09%
689,877
-941,199
212
$77.4M 0.09%
8,492,609
-666,390
213
$77.1M 0.09%
415,873
+157
214
$75.9M 0.09%
1,705,390
+137,441
215
$73.3M 0.09%
+2,421,077
216
$73.1M 0.09%
747,573
-4,780
217
$70.1M 0.08%
800,569
-6,252
218
$69.4M 0.08%
773,135
-3,658
219
$69.1M 0.08%
694,962
-15,420
220
$67.6M 0.08%
390,632
-2,322
221
$65.6M 0.08%
895,359
+89,831
222
$64.8M 0.08%
3,658,852
+2,410,971
223
$63.7M 0.08%
419,755
-1,916
224
$61.8M 0.07%
90,956
-415
225
$61.5M 0.07%
591,958
+451,567
7 8
9
10 11