Boston Partners
Institutional investor · Portfolio as of Q1 2020
Top Holdings641 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 6.3M | $1.1B | 2.3% | $202.64 | -9.60% | 6 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 43.7M | $926.6M | 1.8% | $20.93 | -12.83% | 6 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 9.5M | $855.6M | 1.7% | $105.38 | -24.66% | 6 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 6.5M | $849.1M | 1.7% | $112.60 | +0.41% | 6 qtrssince 2018-Q4 | Increased 70 |
PFIZER INC | 24.8M | $810.5M | 1.6% | $27.58 | -18.81% | 6 qtrssince 2018-Q4 | Decreased 0 |
THE CIGNA GROUP | 4.5M | $802.9M | 1.6% | $175.47 | -7.06% | 6 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 801,195 | $677.4M | 1.3% | $973.75 | -13.12% | 5 qtrssince 2019-Q1 | Increased 75 |
| 33.7M | $641.2M | 1.3% | — | — | 5 qtrssince 2019-Q1 | Decreased 0 | |
EATON CORP PLC | 8.2M | $637.5M | 1.3% | $68.53 | +1.78% | 6 qtrssince 2018-Q4 | Decreased 0 |
CHUBB LTD | 5.5M | $610.3M | 1.2% | $127.95 | -20.57% | 6 qtrssince 2018-Q4 | Decreased 0 |
ANTHEM INC | 2.6M | $582.3M | 1.2% | $236.68 | -9.85% | 6 qtrssince 2018-Q4 | Increased 60 |
MEDTRONIC PLC | 6.4M | $578.3M | 1.1% | $84.11 | -6.69% | 6 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 10.6M | $570.9M | 1.1% | $39.55 | -2.34% | 6 qtrssince 2018-Q4 | Decreased 0 |
AMERISOURCEBERGEN CORP | 6.3M | $556.7M | 1.1% | $70.32 | +7.73% | 6 qtrssince 2018-Q4 | Increased 80 |
MCKESSON CORP | 4M | $547.5M | 1.1% | $117.46 | +13.19% | 6 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 5M | $546.2M | 1.1% | $89.97 | +3.60% | 6 qtrssince 2018-Q4 | Decreased 0 |
| 5.7M | $536.8M | 1.1% | — | — | 6 qtrssince 2018-Q4 | Decreased 0 | |
WELLS FARGO & CO | 17.7M | $507.7M | 1.0% | $41.35 | -40.87% | 6 qtrssince 2018-Q4 | Decreased 0 |
CORTEVA INC | 21.1M | $495.8M | 1.0% | $26.80 | -16.17% | 4 qtrssince 2019-Q2 | Decreased 0 |
PROGRESSIVE CORP | 6.7M | $495.4M | 1.0% | $62.40 | +3.66% | 2 qtrssince 2019-Q4 | Increased 71 |
Boston Partners manages $50.4B across 641 positions as of Q1 2020. Top holdings: BRK/B (2.3%), BAC (1.8%), JPM (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 86 new positions, 152 exits, 66 increased. Top move: COR (INCREASED, conviction 80). Portfolio: $50.4B across 641 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