ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q1 2019
Top Holdings657 positions
Microsoft Corp. | 4.6M | $542.3M | 4.3% | $94.43 | +16.61% | 2 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc. | 2.2M | $427.4M | 3.4% | $37.39 | +20.94% | 2 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 238,121 | $424.1M | 3.3% | $75.20 | +18.40% | 2 qtrssince 2018-Q4 | Increased 57 |
Alphabet Inc. | 221,956 | $261.2M | 2.1% | $51.76 | +12.63% | 2 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 2.5M | $205.2M | 1.6% | $49.32 | +18.87% | 2 qtrssince 2018-Q4 | Increased 50 |
Visa Inc | 1.3M | $202.2M | 1.6% | $125.42 | +18.10% | 2 qtrssince 2018-Q4 | Increased 49 |
Johnson & Johnson | 1.4M | $201.9M | 1.6% | $104.33 | +9.04% | 2 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 1.2M | $192.9M | 1.5% | $129.85 | +27.16% | 2 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 1.9M | $188.4M | 1.5% | $79.10 | +4.54% | 2 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 150,100 | $176.1M | 1.4% | $51.29 | +13.30% | 2 qtrssince 2018-Q4 | Decreased 0 |
Berkshire Hathaway Inc. | 748,283 | $150.3M | 1.2% | $204.09 | -1.57% | 2 qtrssince 2018-Q4 | Increased 49 |
VERIZON COMMUNICATIONS INC | 2.4M | $140.1M | 1.1% | $35.99 | +6.05% | 2 qtrssince 2018-Q4 | Increased 49 |
ALIBABA GROUP HLDG LTD | 702,800 | $128.2M | 1.0% | $134.93 | +28.42% | 2 qtrssince 2018-Q4 | Increased 51 |
Cisco Systems, Inc. | 2.3M | $125.6M | 1.0% | $34.53 | +27.17% | 2 qtrssince 2018-Q4 | Increased 42 |
UnitedHealth Group Inc. | 502,051 | $124.1M | 1.0% | $217.84 | -0.37% | 2 qtrssince 2018-Q4 | Decreased 0 |
Home Depot Inc. | 595,662 | $114.3M | 0.9% | $141.60 | +12.51% | 2 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO CO NEW | 2.3M | $109.4M | 0.9% | $37.34 | +5.81% | 2 qtrssince 2018-Q4 | Decreased 0 |
The Procter & Gamble Co. | 1M | $104.2M | 0.8% | $75.31 | +14.09% | 2 qtrssince 2018-Q4 | Decreased 0 |
BK OF AMERICA CORP | 3.7M | $100.9M | 0.8% | $20.47 | +12.54% | 2 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 2.3M | $98.6M | 0.8% | $28.59 | -1.85% | 2 qtrssince 2018-Q4 | Decreased 0 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $12.7B across 657 positions as of Q1 2019. Top holdings: MSFT (4.3%), AAPL (3.4%), AMZN (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 18 new positions, 24 exits, 102 increased. Top move: AMZN (INCREASED, conviction 57). Portfolio: $12.7B across 657 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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