Institutional investor · Portfolio as of Q4 2020
Quarterly Portfolio Change
DODGE & COX manages $126.5B across 182 positions as of Q4 2020. Top holdings: COF (3.9%), SCHW (3.6%), WFC (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 3 new positions, exited 4, increased 22, trimmed 120. Top move: WFC (INCREASED, conviction 66). Portfolio: $126.5B across 182 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile