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
$76.3B
AUM Growth
+$774M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$662M
2
+$485M
3
+$407M
4
UNH icon
UnitedHealth
UNH
+$384M
5
TRV icon
Travelers Companies
TRV
+$348M

Top Sells

1
+$850M
2
+$324M
3
+$319M
4
DXC icon
DXC Technology
DXC
+$303M
5
NVS icon
Novartis
NVS
+$300M

Sector Composition

1 Financials 25.37%
2 Healthcare 15.26%
3 Industrials 13.63%
4 Technology 9.79%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.78B 2.34%
8,365,944
+422,143
2
$1.47B 1.93%
10,559,053
-1,882,218
3
$1.38B 1.81%
47,660,641
-1,204,422
4
$1.21B 1.59%
28,699,415
-5,596,968
5
$1.11B 1.45%
15,784,176
-3,268,878
6
$1.07B 1.4%
19,547,236
-15,518,389
7
$1.03B 1.35%
25,039,251
-995,538
8
$969M 1.27%
9,530,494
-1,575,522
9
$958M 1.26%
16,772,750
-326,029
10
$941M 1.23%
9,655,784
+1,250,545
11
$936M 1.23%
19,786,776
-501,553
12
$932M 1.22%
17,486,509
-460,210
13
$911M 1.19%
11,117,866
-795,908
14
$864M 1.13%
5,862,093
+283,613
15
$810M 1.06%
5,135,638
+239,730
16
$794M 1.04%
9,536,087
-733,057
17
$771M 1.01%
7,696,715
+54,431
18
$756M 0.99%
6,893,632
-1,853,774
19
$753M 0.99%
3,900,286
-262,064
20
$752M 0.99%
13,891,540
+1,640,060
21
$741M 0.97%
13,010,260
-77,902
22
$713M 0.94%
5,731,302
-1,550,525
23
$688M 0.9%
2,437,084
+617,137
24
$680M 0.89%
18,549,597
+18,065,741
25
$669M 0.88%
8,621,552
-3,547,046
1
2 3 4 5