Institutional investor · Portfolio as of Q1 2021
Quarterly Portfolio Change
DODGE & COX manages $139.9B across 186 positions as of Q1 2021. Top holdings: WFC (4.1%), COF (3.9%), SCHW (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 7 new positions, 3 exits, 31 increased. Top move: CMCSA (INCREASED, conviction 62). Portfolio: $139.9B across 186 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