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
$54.4B
AUM Growth
+$4.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$324M
3
+$309M
4
NVS icon
Novartis
NVS
+$293M
5
SSNC icon
SS&C Technologies
SSNC
+$285M

Top Sells

1
+$583M
2
+$571M
3
+$542M
4
B
Barrick Mining
B
+$405M
5
CMCSA icon
Comcast
CMCSA
+$391M

Sector Composition

1 Financials 21.37%
2 Healthcare 16.65%
3 Industrials 14.47%
4 Technology 14.11%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$946M 1.74%
10,061,957
+552,958
2
$842M 1.55%
4,714,459
-1,560,849
3
$832M 1.53%
5,912,710
-563,499
4
$811M 1.49%
17,392,533
+11,130,158
5
$795M 1.46%
33,466,267
-10,210,783
6
$771M 1.42%
683,684
-117,511
7
$757M 1.39%
4,031,853
-500,647
8
$725M 1.33%
8,281,924
+72,154
9
$712M 1.31%
22,926,870
-3,252,148
10
$647M 1.19%
9,121,080
+1,996,660
11
$611M 1.12%
2,324,811
-241,392
12
$598M 1.1%
19,199,846
-542,809
13
$590M 1.08%
11,098,119
+602,984
14
$581M 1.07%
6,652,523
+3,359,705
15
$576M 1.06%
15,354,641
+950,365
16
$560M 1.03%
5,069,064
+375,931
17
$543M 1%
4,288,317
-1,179,349
18
$536M 0.98%
19,229,258
-14,513,037
19
$526M 0.97%
5,738,824
-677,852
20
$526M 0.97%
4,610,232
-377,135
21
$522M 0.96%
3,400,917
-647,417
22
$502M 0.92%
18,727,983
-2,377,443
23
$498M 0.91%
4,938,850
-1,352,773
24
$493M 0.91%
5,109,771
-608,713
25
$492M 0.9%
54,481,957
+12,143,497
1
2 3 4 5