ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q1 2020
Top Holdings655 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.7M | $754.5M | 6.1% | $95.61 | +59.55% | 6 qtrssince 2018-Q4 | Increased 61 |
APPLE INC | 2M | $522.2M | 4.2% | $53.73 | +14.15% | 3 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM INC | 249,851 | $490.7M | 4.0% | $86.74 | +13.22% | 3 qtrssince 2019-Q3 | Increased 60 |
ALPHABET INC-CL A | 253,452 | $290.5M | 2.3% | $53.31 | +6.71% | 6 qtrssince 2018-Q4 | Increased 54 |
VISA INC-CLASS A SHARES | 1.4M | $229.8M | 1.9% | $128.12 | +20.00% | 6 qtrssince 2018-Q4 | Increased 50 |
JOHNSON & JOHNSON | 1.5M | $201.4M | 1.6% | $105.21 | +7.46% | 6 qtrssince 2018-Q4 | Increased 49 |
META PLATFORMS INC-CLASS A | 1.2M | $196.7M | 1.6% | $134.07 | +22.93% | 6 qtrssince 2018-Q4 | Increased 48 |
ALIBABA GROUP HOLDING-SP ADR | 958,150 | $183.3M | 1.5% | $151.42 | +19.96% | 6 qtrssince 2018-Q4 | Increased 50 |
JPMORGAN CHASE & CO | 1.9M | $175.6M | 1.4% | $79.45 | -0.07% | 6 qtrssince 2018-Q4 | Increased 48 |
ALPHABET INC-CL C | 152,920 | $175.5M | 1.4% | $51.68 | +10.11% | 6 qtrssince 2018-Q4 | Increased 48 |
VERIZON COMMUNICATIONS INC | 2.8M | $155.8M | 1.3% | $37.50 | +3.00% | 6 qtrssince 2018-Q4 | Increased 50 |
BERKSHIRE HATHAWAY INC-CL B | 815,905 | $149.6M | 1.2% | $207.73 | -11.82% | 3 qtrssince 2019-Q3 | Increased 48 |
UNITEDHEALTH GROUP INC | 517,775 | $130.1M | 1.1% | $220.52 | +3.78% | 6 qtrssince 2018-Q4 | Increased 48 |
ANSYS INC | 509,994 | $119.8M | 1.0% | — | — | 6 qtrssince 2018-Q4 | Increased 44 |
HOME DEPOT INC | 607,725 | $119.1M | 1.0% | $144.87 | +17.87% | 6 qtrssince 2018-Q4 | Increased 43 |
TEXAS INSTRUMENTS INC | 1.1M | $115M | 0.9% | $81.27 | +2.65% | 6 qtrssince 2018-Q4 | Increased 68 |
THERMO FISHER SCIENTIFIC INC | 400,204 | $114M | 0.9% | $244.18 | +14.99% | 6 qtrssince 2018-Q4 | Increased 58 |
PROCTER & GAMBLE CO/THE | 971,628 | $111.7M | 0.9% | $76.01 | +22.63% | 6 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 2.8M | $105.6M | 0.9% | $48.19 | -40.65% | 6 qtrssince 2018-Q4 | Increased 45 |
AGILENT TECHNOLOGIES INC | 1.4M | $104.4M | 0.8% | $71.83 | -4.57% | 6 qtrssince 2018-Q4 | Increased 45 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $12.4B across 655 positions as of Q1 2020. Top holdings: MSFT (6.1%), AAPL (4.2%), AMZN (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 34 new positions, 16 exits, 127 increased. Top move: TXN (INCREASED, conviction 68). Portfolio: $12.4B across 655 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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