Boston Partners
Institutional investor · Portfolio as of Q1 2023
Top Holdings693 positions
AUTOZONE INC | 524,784 | $1.3B | 1.8% | $1,050.13 | +134.08% | 17 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 18.1M | $1.3B | 1.7% | $56.94 | +3.91% | 7 qtrssince 2021-Q3 | Increased 64 |
JPMORGAN CHASE & CO | 9.5M | $1.2B | 1.7% | $92.28 | +29.62% | 18 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 7.6M | $1.2B | 1.6% | $119.70 | +17.17% | 18 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 10.1M | $1.1B | 1.4% | $91.52 | +12.28% | 18 qtrssince 2018-Q4 | Increased 63 |
CISCO SYS INC | 19.8M | $1B | 1.4% | $40.11 | +18.16% | 18 qtrssince 2018-Q4 | Increased 60 |
BERKSHIRE HATHAWAY INC DEL | 3.2M | $977.1M | 1.3% | $215.58 | +43.23% | 18 qtrssince 2018-Q4 | Decreased 0 |
SANOFI SA | 17.9M | $975.7M | 1.3% | $37.62 | +21.34% | 7 qtrssince 2021-Q3 | Decreased 0 |
MARATHON PETE CORP | 6.4M | $861M | 1.2% | $47.64 | +163.64% | 18 qtrssince 2018-Q4 | Decreased 0 |
CENCORA INC | 5M | $803.2M | 1.1% | $83.52 | +85.83% | 18 qtrssince 2018-Q4 | Decreased 0 |
SLB LIMITED | 16.2M | $796.6M | 1.1% | $17.66 | +154.87% | 18 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.7M | $788.2M | 1.1% | $292.72 | +50.41% | 18 qtrssince 2018-Q4 | Increased 53 |
HALLIBURTON CO | 24.6M | $779.9M | 1.1% | $26.27 | +11.44% | 13 qtrssince 2020-Q1 | Increased 80 |
HOWMET AEROSPACE INC | 18.2M | $773M | 1.1% | $19.52 | +114.94% | 12 qtrssince 2020-Q2 | Decreased 0 |
KEURIG DR PEPPER INC | 21.9M | $770.1M | 1.1% | $32.27 | -1.15% | 6 qtrssince 2021-Q4 | Increased 52 |
CENTERPOINT ENERGY INC | 25M | $737.8M | 1.0% | $17.53 | +53.59% | 13 qtrssince 2020-Q1 | Decreased 0 |
THE CIGNA GROUP | 2.9M | $730.9M | 1.0% | $168.03 | +42.18% | 18 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO & CO | 18.7M | $703.5M | 1.0% | $39.18 | -12.66% | 18 qtrssince 2018-Q4 | Increased 50 |
MICROCHIP TECHNOLOGY INC. | 8.3M | $693.7M | 1.0% | $62.02 | +24.00% | 5 qtrssince 2022-Q1 | Increased 47 |
DUPONT DE NEMOURS INC | 9.3M | $665M | 0.9% | $75.70 | +11.19% | 16 qtrssince 2019-Q2 | Decreased 0 |
Boston Partners manages $72.7B across 693 positions as of Q1 2023. Top holdings: AZO (1.8%), BMY (1.7%), JPM (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 85 new positions, 88 exits, 268 increased. Top move: HAL (INCREASED, conviction 80). Portfolio: $72.7B across 693 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
Verify source filings on SEC EDGAR