Boston Partners
Institutional investor · Portfolio as of Q1 2021
Top Holdings645 positions
JPMORGAN CHASE & CO | 8.4M | $1.3B | 1.7% | $90.78 | +45.53% | 10 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 7.3M | $1.2B | 1.6% | $112.13 | +25.93% | 10 qtrssince 2018-Q4 | Increased 51 |
BANK OF AMER CORP | 29.8M | $1.2B | 1.5% | $20.82 | +62.90% | 10 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 740,459 | $1B | 1.4% | $1,002.41 | +40.09% | 9 qtrssince 2019-Q1 | Increased 53 |
TRUIST FINL CORP | 17.3M | $1B | 1.4% | $38.22 | +18.06% | 6 qtrssince 2019-Q4 | Increased 51 |
CISCO SYS INC | 18.7M | $969.2M | 1.3% | $38.30 | +15.31% | 10 qtrssince 2018-Q4 | Increased 59 |
DUPONT DE NEMOURS INC | 11.2M | $862M | 1.2% | — | — | 8 qtrssince 2019-Q2 | Increased 51 |
EATON CORP PLC | 6.2M | $851.1M | 1.1% | $64.88 | +95.30% | 10 qtrssince 2018-Q4 | Increased 51 |
CONOCOPHILLIPS | 15.8M | $836.9M | 1.1% | $38.00 | +14.95% | 10 qtrssince 2018-Q4 | Decreased 0 |
FIFTH THIRD BANCORP | 21.6M | $807.7M | 1.1% | $16.87 | +81.35% | 10 qtrssince 2018-Q4 | Increased 52 |
HUNTINGTON BANCSHARES INC | 50.4M | $791.9M | 1.1% | $7.52 | +64.29% | 10 qtrssince 2018-Q4 | Decreased 0 |
CITIGROUP INC | 10.7M | $777.2M | 1.0% | $43.79 | +38.07% | 10 qtrssince 2018-Q4 | Increased 52 |
THE CIGNA GROUP | 3.2M | $772.3M | 1.0% | $163.00 | +33.99% | 10 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 3M | $769.6M | 1.0% | $204.63 | +24.84% | 10 qtrssince 2018-Q4 | Decreased 0 |
ELEVANCE HEALTH INC FORMERLY | 2.1M | $754.1M | 1.0% | $234.63 | +41.36% | 10 qtrssince 2018-Q4 | Decreased 0 |
NXP SEMICONDUCTORS N V | 3.7M | $746M | 1.0% | $88.48 | +106.44% | 9 qtrssince 2019-Q1 | Increased 52 |
MEDTRONIC PLC | 5.7M | $669.5M | 0.9% | $75.10 | +32.73% | 10 qtrssince 2018-Q4 | Decreased 0 |
QORVO INC | 3.6M | $666.7M | 0.9% | — | — | 10 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 317,577 | $655.9M | 0.9% | $58.58 | +74.37% | 10 qtrssince 2018-Q4 | Decreased 0 |
MARATHON PETE CORP | 12.2M | $651M | 0.9% | $47.55 | -1.31% | 10 qtrssince 2018-Q4 | Increased 52 |
Boston Partners manages $74.6B across 645 positions as of Q1 2021. Top holdings: JPM (1.7%), JNJ (1.6%), BAC (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 84 new positions, 57 exits, 250 increased. Top move: CSCO (INCREASED, conviction 59). Portfolio: $74.6B across 645 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR