Boston Partners
Institutional investor · Portfolio as of Q1 2019
Top Holdings678 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
CISCO SYSTEMS INC | 35.1M | $1.9B | 2.5% | $35.05 | +24.11% | 2 qtrssince 2018-Q4 | Increased 57 |
JOHNSON & JOHNSON | 12.4M | $1.7B | 2.3% | $104.55 | +10.56% | 2 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 7.9M | $1.6B | 2.1% | $202.08 | -0.59% | 2 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 34.3M | $1.4B | 1.8% | $26.85 | +15.62% | 2 qtrssince 2018-Q4 | Increased 54 |
BANK OF AMERICA CORP | 48.9M | $1.3B | 1.8% | $20.72 | +11.75% | 2 qtrssince 2018-Q4 | Increased 53 |
CITIGROUP INC | 19.1M | $1.2B | 1.6% | $40.09 | +20.36% | 2 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 24.7M | $1B | 1.4% | $28.59 | -1.85% | 2 qtrssince 2018-Q4 | Decreased 0 |
ALLSTATE CORP | 11.1M | $1B | 1.4% | $70.86 | +12.20% | 2 qtrssince 2018-Q4 | Increased 59 |
VERIZON COMMUNICATIONS INC | 17.1M | $1B | 1.3% | $37.23 | +7.47% | 2 qtrssince 2018-Q4 | Increased 54 |
WELLS FARGO & CO | 20.3M | $980.3M | 1.3% | $37.34 | +5.81% | 2 qtrssince 2018-Q4 | Decreased 0 |
| 7.5M | $966.4M | 1.3% | — | — | 2 qtrssince 2018-Q4 | Increased 57 | |
PROCTER & GAMBLE CO/THE | 8.7M | $910.2M | 1.2% | $75.70 | +13.51% | 2 qtrssince 2018-Q4 | Increased 52 |
CHEVRON CORP | 7.3M | $897M | 1.2% | $79.29 | +14.26% | 2 qtrssince 2018-Q4 | Increased 51 |
CAPITAL ONE FINANCIAL CO | 12.2M | $865.9M | 1.1% | — | — | 2 qtrssince 2018-Q4 | Decreased 0 |
DOWDUPONT INC COM | 15.8M | $845M | 1.1% | — | — | 2 qtrssince 2018-Q4 | Increased 81 |
EATON CORP PLC | 10.3M | $827.3M | 1.1% | $62.20 | +12.38% | 2 qtrssince 2018-Q4 | Increased 67 |
THE CIGNA GROUP | 4.9M | $787.4M | 1.0% | $164.95 | -11.82% | 2 qtrssince 2018-Q4 | Increased 65 |
CHUBB LTD | 5.6M | $781.4M | 1.0% | $114.35 | +9.03% | 2 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN INTERNATIONAL GROUP | 17.9M | $772.8M | 1.0% | $33.03 | +8.20% | 2 qtrssince 2018-Q4 | Increased 60 |
MEDTRONIC PLC | 8.4M | $765.5M | 1.0% | $74.32 | +2.28% | 2 qtrssince 2018-Q4 | Increased 57 |
Boston Partners manages $75.5B across 678 positions as of Q1 2019. Top holdings: CSCO (2.5%), JNJ (2.3%), BRK/B (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 64 new positions, 89 exits, 305 increased. Top move: DOWDP (INCREASED, conviction 81). Portfolio: $75.5B across 678 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer