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
$78.3B
AUM Growth
+$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$426M
3
+$397M
4
ABT icon
Abbott
ABT
+$358M
5
ELV icon
Elevance Health
ELV
+$341M

Top Sells

1
+$416M
2
+$345M
3
+$331M
4
PSX icon
Phillips 66
PSX
+$306M
5
JNJ icon
Johnson & Johnson
JNJ
+$303M

Sector Composition

1 Financials 26.08%
2 Technology 15%
3 Healthcare 13.72%
4 Industrials 10.84%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.89B 2.41%
21,474,745
-577,322
2
$1.78B 2.27%
75,404,921
+368,898
3
$1.37B 1.75%
10,992,002
-2,433,024
4
$1.36B 1.73%
22,670,807
+3,139,679
5
$1.33B 1.7%
7,983,619
-331,325
6
$1.27B 1.62%
20,891,897
+524,499
7
$1.05B 1.34%
15,303,962
-1,322,247
8
$1.03B 1.32%
30,563,666
+23,002,159
9
$993M 1.27%
29,574,853
+544,112
10
$878M 1.12%
11,779,206
+187,835
11
$852M 1.09%
67,284,890
+2,676,645
12
$830M 1.06%
25,574,244
+1,738,890
13
$823M 1.05%
19,416,040
+1,755,660
14
$813M 1.04%
18,234,179
+3,054,765
15
$800M 1.02%
7,185,264
+51,634
16
$785M 1%
21,867,044
-865,764
17
$763M 0.97%
11,579,231
+1,435,233
18
$759M 0.97%
5,573,665
-370,704
19
$756M 0.97%
9,278,481
+341,615
20
$748M 0.96%
14,798,820
+267,469
21
$731M 0.93%
7,048,449
-2,259,040
22
$717M 0.92%
52,061,182
-3,542,206
23
$694M 0.89%
10,217,997
-185,485
24
$673M 0.86%
9,746,154
-3,033,895
25
$656M 0.84%
25,821,048
-4,055,599
1
2 3 4 5