ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q4 2019
Top Holdings637 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.7M | $739.7M | 5.1% | $95.43 | +56.79% | 5 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 2.2M | $629M | 4.4% | $53.73 | +31.50% | 2 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM INC | 240,076 | $443.5M | 3.1% | $86.27 | +7.04% | 2 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC-CL A | 248,798 | $333.5M | 2.3% | $53.24 | +24.86% | 5 qtrssince 2018-Q4 | Increased 58 |
JPMORGAN CHASE & CO | 1.9M | $257.2M | 1.8% | $79.45 | +47.22% | 5 qtrssince 2018-Q4 | Increased 48 |
VISA INC-CLASS A SHARES | 1.4M | $253.8M | 1.8% | $127.41 | +40.51% | 5 qtrssince 2018-Q4 | Increased 50 |
META PLATFORMS INC-CLASS A | 1.2M | $241M | 1.7% | $133.88 | +51.62% | 5 qtrssince 2018-Q4 | Increased 49 |
JOHNSON & JOHNSON | 1.5M | $217.8M | 1.5% | $105.12 | +16.74% | 5 qtrssince 2018-Q4 | Increased 49 |
ALPHABET INC-CL C | 151,705 | $202.8M | 1.4% | $51.64 | +28.41% | 5 qtrssince 2018-Q4 | Increased 49 |
ALIBABA GROUP HOLDING-SP ADR | 916,609 | $195.1M | 1.4% | $150.05 | +34.75% | 5 qtrssince 2018-Q4 | Increased 60 |
EXXON MOBIL CORP | 2.6M | $183.4M | 1.3% | $49.51 | +5.52% | 5 qtrssince 2018-Q4 | Increased 49 |
BERKSHIRE HATHAWAY INC-CL B | 806,622 | $182.2M | 1.3% | $208.01 | +8.53% | 2 qtrssince 2019-Q3 | Increased 50 |
VERIZON COMMUNICATIONS INC | 2.7M | $167.7M | 1.2% | $37.45 | +14.06% | 5 qtrssince 2018-Q4 | Increased 49 |
UNITEDHEALTH GROUP INC | 512,678 | $150.7M | 1.0% | $220.44 | +20.88% | 5 qtrssince 2018-Q4 | Increased 49 |
HOME DEPOT INC | 602,591 | $131M | 0.9% | $144.65 | +29.95% | 5 qtrssince 2018-Q4 | Increased 44 |
ANSYS INC | 488,787 | $125.5M | 0.9% | — | — | 5 qtrssince 2018-Q4 | Increased 52 |
PROCTER & GAMBLE CO/THE | 988,798 | $123.1M | 0.9% | $76.01 | +38.42% | 5 qtrssince 2018-Q4 | Increased 43 |
BANK OF AMERICA CORP | 3.2M | $114.1M | 0.8% | $24.77 | +21.40% | 2 qtrssince 2019-Q3 | Decreased 0 |
AT&T INC | 2.9M | $113.8M | 0.8% | $12.95 | +47.26% | 5 qtrssince 2018-Q4 | Increased 43 |
AGILENT TECHNOLOGIES INC | 1.3M | $113.5M | 0.8% | $72.07 | +13.00% | 5 qtrssince 2018-Q4 | Increased 46 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $14.4B across 637 positions as of Q4 2019. Top holdings: MSFT (5.1%), AAPL (4.4%), AMZN (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 10 new positions, 30 exits, 264 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $14.4B across 637 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