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
$54.9B
AUM Growth
+$474M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$246M
3
+$169M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$141M

Top Sells

1
+$356M
2
+$311M
3
+$250M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$162M

Sector Composition

1 Financials 21.13%
2 Healthcare 16.86%
3 Industrials 15.31%
4 Technology 13.26%
5 Consumer Discretionary 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.09B 1.99%
11,331,263
+1,269,306
2
$1.02B 1.86%
6,862,037
+949,327
3
$842M 1.53%
3,955,575
-758,884
4
$802M 1.46%
680,882
-2,802
5
$793M 1.44%
7,774,569
-507,355
6
$770M 1.4%
31,945,110
-1,521,157
7
$754M 1.37%
21,647,778
-1,279,092
8
$653M 1.19%
3,854,084
-177,769
9
$651M 1.19%
16,526,913
-865,620
10
$629M 1.15%
16,542,627
+1,187,986
11
$596M 1.09%
2,218,713
-106,098
12
$594M 1.08%
10,710,114
-388,005
13
$570M 1.04%
5,481,084
-257,740
14
$550M 1%
4,261,155
-807,909
15
$550M 1%
7,986,324
-381,961
16
$546M 0.99%
6,278,480
-374,043
17
$539M 0.98%
58,808,123
+4,326,166
18
$533M 0.97%
4,785,662
-440,495
19
$521M 0.95%
4,805,993
-303,778
20
$509M 0.93%
4,077,427
-532,805
21
$503M 0.92%
4,752,829
+345,150
22
$503M 0.92%
3,375,647
-25,270
23
$501M 0.91%
18,191,597
-1,008,249
24
$482M 0.88%
6,571,120
-2,549,960
25
$472M 0.86%
4,060,884
-227,433
1
2 3 4 5