Institutional investor · Portfolio as of Q1 2024
Quarterly Portfolio Change
DODGE & COX manages $172.4B across 199 positions as of Q1 2024. Top holdings: WFC (3.9%), SCHW (3.6%), FISV (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 5 new positions, exited 3, increased 39, trimmed 101. Top move: JCI (INCREASED, conviction 69). Portfolio: $172.4B across 199 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