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
$71.6B
AUM Growth
-$11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$317M
2
+$182M
3
+$179M
4
DVN icon
Devon Energy
DVN
+$143M
5
MCHP icon
Microchip Technology
MCHP
+$141M

Top Sells

1
+$276M
2
+$205M
3
+$205M
4
DINO icon
HF Sinclair
DINO
+$184M
5
GD icon
General Dynamics
GD
+$180M

Sector Composition

1 Healthcare 18.54%
2 Financials 17.45%
3 Technology 14.62%
4 Industrials 13.39%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.61B 2.25%
9,056,426
+692,096
2
$1.45B 2.02%
673,587
-64,009
3
$1.16B 1.63%
12,922,873
-832,098
4
$1.03B 1.44%
2,003,671
-22,629
5
$1.03B 1.44%
12,130,396
+346,724
6
$974M 1.36%
3,693,649
+45,388
7
$913M 1.28%
5,975,972
+549,279
8
$883M 1.23%
7,836,133
+108,487
9
$872M 1.22%
3,905,902
-10,490
10
$848M 1.19%
23,703,116
+387,027
11
$801M 1.12%
12,710,980
+5,024,580
12
$766M 1.07%
2,796,254
+23,331
13
$724M 1.01%
8,786,847
-1,858,496
14
$712M 0.99%
24,022,605
+464,013
15
$705M 0.99%
22,706,818
+2,934,878
16
$697M 0.97%
19,618,214
+2,115,384
17
$675M 0.94%
13,077,793
+146,625
18
$673M 0.94%
2,406,214
+64,465
19
$667M 0.93%
11,977,915
-356,194
20
$655M 0.92%
5,099,280
+420,943
21
$654M 0.91%
7,109,714
-432,533
22
$649M 0.91%
20,549,469
+157,283
23
$645M 0.9%
6,957,150
+200,337
24
$645M 0.9%
15,085,749
-311,940
25
$641M 0.9%
4,527,177
-145,260
1
2 3 4 5