Boston Partners

Boston Partners Portfolio holdings

AUM $90B
1-Year Est. Return 22.46%
This Quarter Est. Return
1 Year Est. Return
+22.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.9B
AUM Growth
-$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$762M
2
+$387M
3
+$304M
4
AAPL icon
Apple
AAPL
+$255M
5
UNH icon
UnitedHealth
UNH
+$229M

Top Sells

1
+$690M
2
+$354M
3
+$318M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$286M
5
RTX icon
RTX Corp
RTX
+$269M

Sector Composition

1 Financials 26.24%
2 Technology 12.97%
3 Healthcare 12.93%
4 Industrials 11.67%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.57B 2.31%
11,071,407
+424,040
2
$1.53B 2.25%
25,767,714
-681,544
3
$1.44B 2.12%
13,272,381
+1,985,756
4
$1.13B 1.67%
16,357,975
-89,680
5
$1.09B 1.61%
22,591,838
-2,754,645
6
$1.09B 1.6%
19,655,987
-3,438,710
7
$944M 1.39%
22,613,078
-740,024
8
$860M 1.27%
9,937,291
+386,053
9
$844M 1.24%
12,327,695
-2,017,178
10
$814M 1.2%
16,116,836
+783,358
11
$795M 1.17%
58,780,917
+56,362,516
12
$791M 1.17%
14,633,462
+971,279
13
$761M 1.12%
14,943,210
+184,534
14
$747M 1.1%
18,253,131
+2,742,707
15
$728M 1.07%
6,108,564
-755,103
16
$716M 1.05%
25,138,586
-6,046,722
17
$676M 1%
13,881,734
+876,451
18
$673M 0.99%
74,092,887
+11,087,236
19
$655M 0.96%
63,528,987
+5,176,699
20
$640M 0.94%
8,823,577
-983,532
21
$625M 0.92%
9,280,193
+1,455,276
22
$625M 0.92%
37,440,767
+1,056,205
23
$615M 0.91%
18,165,266
-6,434,807
24
$607M 0.89%
5,809,555
+2,016
25
$605M 0.89%
6,589,500
-253,682
1
2 3 4 5