ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q1 2021
Top Holdings648 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5.4M | $1.3B | 5.8% | $110.18 | +102.39% | 10 qtrssince 2018-Q4 | Increased 66 |
APPLE INC | 8.1M | $990.9M | 4.5% | $98.29 | +20.82% | 7 qtrssince 2019-Q3 | Increased 60 |
AMAZON.COM INC | 273,926 | $847.6M | 3.9% | $93.27 | +63.78% | 7 qtrssince 2019-Q3 | Increased 62 |
ALPHABET INC-CL A | 268,677 | $554.1M | 2.5% | $55.95 | +81.53% | 10 qtrssince 2018-Q4 | Increased 55 |
| 3.3M | $401.7M | 1.8% | — | — | 1 qtr | New 71 | |
VISA INC-CLASS A SHARES | 1.8M | $377.2M | 1.7% | $143.16 | +42.00% | 10 qtrssince 2018-Q4 | Increased 52 |
ALIBABA GROUP HOLDING-SP ADR | 1.5M | $336.9M | 1.5% | $176.72 | -29.43% | 10 qtrssince 2018-Q4 | Increased 59 |
META PLATFORMS INC-CLASS A | 1.1M | $335.7M | 1.5% | $138.46 | +106.56% | 10 qtrssince 2018-Q4 | Increased 50 |
TEXAS INSTRUMENTS INC | 1.7M | $327.4M | 1.5% | $94.68 | +71.34% | 10 qtrssince 2018-Q4 | Increased 51 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.7M | $317.5M | 1.5% | $88.90 | +19.47% | 10 qtrssince 2018-Q4 | Increased 79 |
ALPHABET INC-CL C | 144,948 | $299.8M | 1.4% | $52.54 | +94.14% | 10 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 1.9M | $286.2M | 1.3% | $81.87 | +66.17% | 10 qtrssince 2018-Q4 | Increased 50 |
ADOBE INC | 556,591 | $264.6M | 1.2% | $383.63 | +23.91% | 10 qtrssince 2018-Q4 | Increased 52 |
THERMO FISHER SCIENTIFIC INC | 557,378 | $254.6M | 1.2% | $297.97 | +49.62% | 10 qtrssince 2018-Q4 | Increased 54 |
AGILENT TECHNOLOGIES INC | 1.9M | $242.9M | 1.1% | $77.64 | +57.59% | 10 qtrssince 2018-Q4 | Increased 48 |
JOHNSON & JOHNSON | 1.4M | $236.6M | 1.1% | $107.27 | +34.29% | 10 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 885,198 | $226.3M | 1.0% | $208.36 | +23.92% | 7 qtrssince 2019-Q3 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 3.5M | $202.6M | 0.9% | $38.67 | +11.57% | 10 qtrssince 2018-Q4 | Increased 45 |
UNITEDHEALTH GROUP INC | 517,219 | $192.7M | 0.9% | $224.21 | +54.12% | 10 qtrssince 2018-Q4 | Increased 44 |
TESLA INC | 284,294 | $189.9M | 0.9% | $121.23 | +74.77% | 10 qtrssince 2018-Q4 | Increased 45 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $21.8B across 648 positions as of Q1 2021. Top holdings: MSFT (5.8%), AAPL (4.5%), AMZN (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 60 new positions, 108 exits, 492 increased. Top move: TSM (INCREASED, conviction 79). Portfolio: $21.8B across 648 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