ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q3 2020
Top Holdings630 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5M | $1B | 6.3% | $102.45 | +93.61% | 8 qtrssince 2018-Q4 | Increased 66 |
APPLE INC | 8M | $918.2M | 5.6% | $97.87 | +14.67% | 5 qtrssince 2019-Q3 | Increased 100 |
AMAZON.COM INC | 259,925 | $817.1M | 4.9% | $89.76 | +75.19% | 5 qtrssince 2019-Q3 | Increased 61 |
ALPHABET INC-CL A | 268,944 | $394.4M | 2.4% | $54.83 | +32.69% | 8 qtrssince 2018-Q4 | Increased 58 |
VISA INC-CLASS A SHARES | 1.6M | $321.1M | 1.9% | $136.63 | +40.10% | 8 qtrssince 2018-Q4 | Increased 55 |
META PLATFORMS INC-CLASS A | 1.1M | $294.9M | 1.8% | $134.07 | +93.91% | 8 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 951,500 | $263.5M | 1.6% | $151.42 | +73.69% | 8 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 520,262 | $254.5M | 1.5% | $377.18 | +30.02% | 8 qtrssince 2018-Q4 | Increased 74 |
TEXAS INSTRUMENTS INC | 1.7M | $237.9M | 1.4% | $91.24 | +32.57% | 8 qtrssince 2018-Q4 | Increased 54 |
JOHNSON & JOHNSON | 1.6M | $236.9M | 1.4% | $107.27 | +18.12% | 8 qtrssince 2018-Q4 | Increased 54 |
THERMO FISHER SCIENTIFIC INC | 508,175 | $220.8M | 1.3% | $281.37 | +52.28% | 8 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC-CL C | 147,631 | $217M | 1.3% | $51.68 | +41.09% | 8 qtrssince 2018-Q4 | Decreased 0 |
ANSYS INC | 626,572 | $200.3M | 1.2% | — | — | 8 qtrssince 2018-Q4 | Increased 56 |
VERIZON COMMUNICATIONS INC | 3.3M | $194.8M | 1.2% | $38.41 | +11.16% | 8 qtrssince 2018-Q4 | Increased 58 |
AGILENT TECHNOLOGIES INC | 1.9M | $194.6M | 1.2% | $77.48 | +24.95% | 8 qtrssince 2018-Q4 | Increased 58 |
BERKSHIRE HATHAWAY INC-CL B | 898,290 | $188.9M | 1.1% | $208.14 | +1.11% | 5 qtrssince 2019-Q3 | Increased 56 |
PROCTER & GAMBLE CO/THE | 1.3M | $172.4M | 1.0% | $87.05 | +37.07% | 8 qtrssince 2018-Q4 | Increased 62 |
JPMORGAN CHASE & CO | 1.8M | $169.8M | 1.0% | $79.45 | +3.97% | 8 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 583,138 | $158.7M | 1.0% | $144.87 | +65.39% | 8 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 504,207 | $153.4M | 0.9% | $220.52 | +26.67% | 8 qtrssince 2018-Q4 | Decreased 0 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $16.5B across 630 positions as of Q3 2020. Top holdings: MSFT (6.3%), AAPL (5.6%), AMZN (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 29 new positions, 49 exits, 99 increased. Top move: AAPL (INCREASED, conviction 100). Portfolio: $16.5B across 630 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