ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q1 2019
Top Holdings657 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.6M | $542.3M | 4.3% | $93.93 | +17.98% | 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% | $74.01 | +20.31% | 2 qtrssince 2018-Q4 | Increased 57 |
ALPHABET INC-CL A | 221,956 | $261.2M | 2.1% | $51.94 | +12.44% | 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-CLASS A SHARES | 1.3M | $202.2M | 1.6% | $125.42 | +18.10% | 2 qtrssince 2018-Q4 | Increased 49 |
JOHNSON & JOHNSON | 1.4M | $201.9M | 1.6% | $104.55 | +10.56% | 2 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $192.9M | 1.5% | $132.28 | +25.14% | 2 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.9M | $188.4M | 1.5% | $79.22 | +5.39% | 2 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 150,100 | $176.1M | 1.4% | $51.47 | +13.13% | 2 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 748,283 | $150.3M | 1.2% | $202.05 | -0.57% | 2 qtrssince 2018-Q4 | Increased 49 |
VERIZON COMMUNICATIONS INC | 2.4M | $140.1M | 1.1% | $37.11 | +7.81% | 2 qtrssince 2018-Q4 | Increased 49 |
ALIBABA GROUP HOLDING-SP ADR | 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% | $219.58 | +0.80% | 2 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 595,662 | $114.3M | 0.9% | $143.32 | +13.57% | 2 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO & CO | 2.3M | $109.4M | 0.9% | $37.34 | +5.81% | 2 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1M | $104.2M | 0.8% | $75.31 | +14.09% | 2 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 3.7M | $100.9M | 0.8% | $20.58 | +13.70% | 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 Rating: 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