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
$84.7B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$421M
3
+$389M
4
LPLA icon
LPL Financial
LPLA
+$283M
5
RHI icon
Robert Half
RHI
+$240M

Top Sells

1
+$1.25B
2
+$345M
3
+$246M
4
PSX icon
Phillips 66
PSX
+$245M
5
EXR icon
Extra Space Storage
EXR
+$235M

Sector Composition

1 Financials 19.19%
2 Technology 17.14%
3 Industrials 16.71%
4 Healthcare 11.06%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.83B 2.16%
8,659,369
-353,739
2
$1.25B 1.48%
7,343,802
-64,124
3
$1.13B 1.33%
357,287
-32,373
4
$1.11B 1.3%
6,666,137
-1,263,145
5
$1.1B 1.3%
4,881,489
-138,428
6
$971M 1.15%
65,964,071
+2,797,569
7
$970M 1.14%
11,552,508
+838,155
8
$879M 1.04%
1,504,893
+70,696
9
$855M 1.01%
3,440,099
+369,886
10
$855M 1.01%
25,544,658
+956,449
11
$825M 0.97%
4,183,597
-2,680
12
$794M 0.94%
4,597,922
+1,167,940
13
$793M 0.94%
8,549,103
+300,670
14
$779M 0.92%
12,666,994
-2,502,032
15
$776M 0.92%
9,684,583
+2,162,530
16
$754M 0.89%
8,984,582
-84,443
17
$738M 0.87%
2,292,180
-2,230
18
$723M 0.85%
3,099,904
+1,212,715
19
$707M 0.83%
5,829,705
+5,286
20
$698M 0.82%
12,792,437
+4,235,440
21
$696M 0.82%
4,950,906
+3,257,142
22
$689M 0.81%
3,574,812
+3,077
23
$685M 0.81%
9,152,916
+933,398
24
$676M 0.8%
22,967,830
+3,930,350
25
$667M 0.79%
1,418,484
-47,431
1
2 3 4 5