Boston Partners

Boston Partners Portfolio holdings

AUM $97.4B
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.7B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$642M
2
+$441M
3
+$389M
4
SCHW icon
Charles Schwab
SCHW
+$384M
5
APO icon
Apollo Global Management
APO
+$371M

Top Sells

1
+$454M
2
+$282M
3
+$258M
4
CW icon
Curtiss-Wright
CW
+$249M
5
JPM icon
JPMorgan Chase
JPM
+$247M

Sector Composition

1 Financials 21.07%
2 Technology 14.6%
3 Industrials 13.52%
4 Healthcare 11.92%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.8B 2.18%
7,352,967
-1,010,030
2
$1.51B 1.82%
5,411,193
+404,093
3
$1.32B 1.6%
6,345,296
+657,824
4
$1.27B 1.54%
334,285
-10,046
5
$1.15B 1.39%
3,514,283
-391,258
6
$1.14B 1.38%
15,199,828
+3,015,714
7
$1.08B 1.3%
16,457,351
+3,713,345
8
$1.06B 1.28%
2,044,852
+434,244
9
$1B 1.21%
6,490,867
+406,565
10
$990M 1.2%
6,227,769
+21,268
11
$985M 1.19%
1,461,785
+365,484
12
$983M 1.19%
4,159,070
+138,678
13
$871M 1.05%
58,162,619
-2,626,917
14
$862M 1.04%
5,418,840
+249,098
15
$845M 1.02%
2,121,607
+85,609
16
$824M 1%
19,829,381
+4,300,222
17
$800M 0.97%
10,698,030
-1,301,022
18
$791M 0.96%
5,448,514
+2,011,810
19
$786M 0.95%
3,447,926
-70,164
20
$775M 0.94%
8,822,801
+493,796
21
$768M 0.93%
18,962,859
+2,459,779
22
$751M 0.91%
2,163,940
+118,542
23
$665M 0.8%
4,775,191
-1,528,569
24
$659M 0.8%
9,031,217
+2,749,456
25
$658M 0.8%
19,932,882
-6,181,692
1
2 3 4 5