ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q4 2018
Top Holdings663 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.6M | $464M | 4.1% | $93.93 | 0.00% | 1 qtr | New 87 |
APPLE INC | 2.3M | $355.8M | 3.1% | $37.39 | 0.00% | 1 qtr | New 86 |
AMAZON.COM INC | 236,372 | $349.4M | 3.1% | $73.90 | 0.00% | 1 qtr | New 86 |
ALPHABET INC-CL A | 227,290 | $237.9M | 2.1% | $51.94 | 0.00% | 1 qtr | New 79 |
JOHNSON & JOHNSON | 1.9M | $199.5M | 1.7% | $104.55 | 0.00% | 1 qtr | New 70 |
JPMORGAN CHASE & CO | 1.9M | $182.4M | 1.6% | $79.22 | 0.00% | 1 qtr | New 70 |
EXXON MOBIL CORP | 2.4M | $165.9M | 1.5% | $48.91 | 0.00% | 1 qtr | New 69 |
VISA INC-CLASS A SHARES | 1.3M | $165.8M | 1.5% | $124.91 | 0.00% | 1 qtr | New 69 |
META PLATFORMS INC-CLASS A | 1.2M | $162.7M | 1.4% | $132.28 | 0.00% | 1 qtr | New 69 |
ALPHABET INC-CL C | 150,576 | $156.2M | 1.4% | $51.47 | 0.00% | 1 qtr | New 69 |
BERKSHIRE HATHAWAY INC-CL B | 728,868 | $147.3M | 1.3% | $202.08 | 0.00% | 1 qtr | New 69 |
UNITEDHEALTH GROUP INC | 522,036 | $128.5M | 1.1% | $219.58 | 0.00% | 1 qtr | New 69 |
VERIZON COMMUNICATIONS INC | 2.3M | $126.5M | 1.1% | $37.01 | 0.00% | 1 qtr | New 69 |
WELLS FARGO & CO | 2.4M | $111.7M | 1.0% | $37.34 | 0.00% | 1 qtr | New 59 |
PFIZER INC | 2.5M | $107M | 0.9% | $28.59 | 0.00% | 1 qtr | New 59 |
HOME DEPOT INC | 596,543 | $101.5M | 0.9% | $143.32 | 0.00% | 1 qtr | New 58 |
CISCO SYSTEMS INC | 2.3M | $99.3M | 0.9% | $34.51 | 0.00% | 1 qtr | New 58 |
PROCTER & GAMBLE CO/THE | 1.1M | $97.3M | 0.9% | $75.31 | 0.00% | 1 qtr | New 58 |
BANK OF AMERICA CORP | 3.9M | $95.6M | 0.8% | $20.58 | 0.00% | 1 qtr | New 58 |
INTEL CORP | 2M | $91.5M | 0.8% | $40.23 | 0.00% | 1 qtr | New 58 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $11.4B across 663 positions as of Q4 2018. Top holdings: MSFT (4.1%), AAPL (3.1%), AMZN (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 663 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 87). Portfolio: $11.4B across 663 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