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
$73.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$903M
2
+$369M
3
+$341M
4
UHS icon
Universal Health Services
UHS
+$294M
5
TTE icon
TotalEnergies
TTE
+$289M

Top Sells

1
+$1.05B
2
+$400M
3
+$391M
4
BA icon
Boeing
BA
+$349M
5
SLG icon
SL Green Realty
SLG
+$327M

Sector Composition

1 Financials 26.75%
2 Healthcare 13.56%
3 Industrials 13.48%
4 Technology 10.06%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.67B 2.26%
8,033,678
-332,266
2
$1.47B 1.98%
50,203,449
+2,542,808
3
$1.21B 1.64%
26,806,286
-1,893,129
4
$1.2B 1.63%
10,211,286
+7,668,930
5
$1.07B 1.45%
21,203,872
+1,417,096
6
$1.06B 1.43%
15,302,188
-481,988
7
$1.02B 1.38%
9,387,039
-268,745
8
$1.01B 1.37%
9,287,911
-242,583
9
$991M 1.34%
6,141,522
+279,429
10
$962M 1.3%
15,944,150
-828,600
11
$935M 1.27%
16,782,873
-703,636
12
$873M 1.18%
10,150,597
-967,269
13
$832M 1.13%
6,692,134
-201,498
14
$825M 1.12%
16,706,088
-2,841,148
15
$820M 1.11%
13,430,420
-461,120
16
$806M 1.09%
23,628,591
-1,410,660
17
$779M 1.05%
12,807,028
+5,604,647
18
$777M 1.05%
5,112,820
-22,818
19
$774M 1.05%
9,305,219
-230,868
20
$764M 1.03%
7,669,021
-27,694
21
$719M 0.97%
13,056,708
+46,448
22
$697M 0.94%
5,240,386
+232,120
23
$649M 0.88%
35,048,637
-977,863
24
$644M 0.87%
5,377,747
+2,260,831
25
$625M 0.85%
784,148
-26,302
1
2 3 4 5