Boston Partners
Institutional investor · Portfolio as of Q1 2024
Top Holdings766 positions
JPMORGAN CHASE & CO | 9.1M | $1.8B | 2.2% | $100.35 | +89.40% | 22 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 382,169 | $1.2B | 1.4% | $1,084.37 | +190.64% | 21 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC | 7.7M | $1.2B | 1.4% | $93.18 | +60.46% | 22 qtrssince 2018-Q4 | Increased 50 |
BERKSHIRE HATHAWAY INC DEL | 2.7M | $1.2B | 1.4% | $217.55 | +93.30% | 22 qtrssince 2018-Q4 | Increased 51 |
CENCORA INC | 4.1M | $1B | 1.2% | $86.87 | +175.24% | 22 qtrssince 2018-Q4 | Increased 51 |
US FOODS HLDG CORP | 16.5M | $891.1M | 1.1% | $37.68 | +43.23% | 14 qtrssince 2020-Q4 | Increased 52 |
PHILLIPS 66 | 5.5M | $889.2M | 1.1% | $126.61 | +18.78% | 22 qtrssince 2018-Q4 | Increased 67 |
DELL TECHNOLOGIES INC | 7.7M | $882M | 1.1% | $51.67 | +112.61% | 4 qtrssince 2023-Q2 | Decreased 0 |
ICON PUB LTD CO | 2.6M | $881.4M | 1.0% | $217.47 | +54.48% | 22 qtrssince 2018-Q4 | Decreased 0 |
HOWMET AEROSPACE INC | 12.8M | $876.1M | 1.0% | $19.52 | +248.39% | 16 qtrssince 2020-Q2 | Decreased 0 |
CENOVUS ENERGY INC | 37.5M | $839.2M | 1.0% | $13.82 | +37.77% | 17 qtrssince 2020-Q1 | Increased 56 |
HUNTINGTON BANCSHARES INC | 56.2M | $783.2M | 0.9% | $10.42 | +21.24% | 22 qtrssince 2018-Q4 | Increased 53 |
ORACLE CORP | 6M | $756.1M | 0.9% | $100.25 | +21.87% | 22 qtrssince 2018-Q4 | Increased 57 |
NORFOLK SOUTHN CORP | 2.9M | $735.7M | 0.9% | $231.57 | +4.63% | 11 qtrssince 2021-Q3 | Increased 72 |
AVANTOR INC | 28.6M | $729.3M | 0.9% | $21.86 | +16.96% | 20 qtrssince 2019-Q2 | Increased 46 |
WELLS FARGO & CO | 12M | $694.7M | 0.8% | $39.66 | +38.06% | 22 qtrssince 2018-Q4 | Decreased 0 |
TEXTRON INC | 7.1M | $682.5M | 0.8% | $41.85 | +128.69% | 22 qtrssince 2018-Q4 | Increased 45 |
MICROCHIP TECHNOLOGY INC. | 7.6M | $681.8M | 0.8% | $65.19 | +28.95% | 9 qtrssince 2022-Q1 | Increased 49 |
AMERIPRISE FINL INC | 1.5M | $678.8M | 0.8% | $155.98 | +172.08% | 22 qtrssince 2018-Q4 | Decreased 0 |
CENTENE CORP DEL | 8.7M | $678M | 0.8% | $69.67 | +12.64% | 22 qtrssince 2018-Q4 | Increased 45 |
Boston Partners manages $84B across 766 positions as of Q1 2024. Top holdings: JPM (2.2%), AZO (1.4%), GOOGL (1.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 143 new positions, 82 exits, 285 increased. Top move: NSC (INCREASED, conviction 72). Portfolio: $84.0B across 766 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
Verify source filings on SEC EDGAR