ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q3 2019
Top Holdings657 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.6M | $634.9M | 4.8% | $93.96 | +38.71% | 4 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.2M | $486.3M | 3.7% | $53.73 | 0.00% | 1 qtr | New 87 |
AMAZON.COM INC | 241,260 | $418.7M | 3.2% | $86.27 | 0.00% | 1 qtr | New 86 |
ALPHABET INC-CL A | 229,748 | $280.5M | 2.1% | $52.15 | +16.67% | 4 qtrssince 2018-Q4 | Increased 54 |
VISA INC-CLASS A SHARES | 1.3M | $227.4M | 1.7% | $126.05 | +29.80% | 4 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 1.9M | $217.8M | 1.6% | $79.36 | +24.15% | 4 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $205.7M | 1.6% | $132.48 | +32.75% | 4 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 1.5M | $189.5M | 1.4% | $104.71 | +3.02% | 4 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 149,992 | $182.8M | 1.4% | $51.47 | +18.12% | 4 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 2.6M | $181.9M | 1.4% | $49.44 | +7.40% | 4 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 782,028 | $162.7M | 1.2% | $207.45 | 0.00% | 1 qtr | New 69 |
VERIZON COMMUNICATIONS INC | 2.7M | $161.9M | 1.2% | $37.34 | +11.54% | 4 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 584,704 | $135.6M | 1.0% | $143.32 | +37.84% | 4 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 965,809 | $120.1M | 0.9% | $75.31 | +38.24% | 4 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 717,709 | $120M | 0.9% | $135.60 | +16.25% | 4 qtrssince 2018-Q4 | Increased 44 |
CISCO SYSTEMS INC | 2.3M | $113.1M | 0.9% | $34.63 | +16.15% | 4 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 503,236 | $109.4M | 0.8% | $219.58 | -11.44% | 4 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO & CO | 2.1M | $108.3M | 0.8% | $37.34 | +12.78% | 4 qtrssince 2018-Q4 | Decreased 0 |
AT&T INC | 2.9M | $107.9M | 0.8% | $12.82 | +40.09% | 4 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 3.3M | $97.5M | 0.7% | $24.77 | 0.00% | 1 qtr | New 58 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $13.2B across 657 positions as of Q3 2019. Top holdings: MSFT (4.8%), AAPL (3.7%), AMZN (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 133 new positions, 10 exits, 144 increased. Top move: AAPL (NEW, conviction 87). Portfolio: $13.2B 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