Institutional investor · Portfolio as of Q1 2022
Quarterly Portfolio Change
DODGE & COX manages $164.6B across 197 positions as of Q1 2022. Top holdings: SCHW (3.7%), WFC (3.6%), OXY (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 6 new positions, 6 exits, 43 increased. Top move: FDX (INCREASED, conviction 57). Portfolio: $164.6B across 197 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