Boston Partners
Institutional investor · Portfolio as of Q2 2019
Top Holdings660 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 8.4M | $1.8B | 2.3% | $202.64 | +5.20% | 3 qtrssince 2018-Q4 | Increased 58 |
JOHNSON & JOHNSON | 10.6M | $1.5B | 1.9% | $104.55 | +10.91% | 3 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 47.7M | $1.4B | 1.8% | $20.72 | +18.09% | 3 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 28.7M | $1.2B | 1.6% | $26.85 | +22.92% | 3 qtrssince 2018-Q4 | Decreased 0 |
CITIGROUP INC | 15.8M | $1.1B | 1.4% | $40.09 | +36.34% | 3 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 19.5M | $1.1B | 1.4% | $35.05 | +26.61% | 3 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 23.8M | $1B | 1.3% | $28.59 | +1.00% | 3 qtrssince 2018-Q4 | Decreased 0 |
ALLSTATE CORP | 9.5M | $969.3M | 1.3% | $70.86 | +21.78% | 3 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 16.8M | $958.3M | 1.3% | $37.23 | +4.89% | 3 qtrssince 2018-Q4 | Decreased 0 |
MEDTRONIC PLC | 9.7M | $940.6M | 1.2% | $75.22 | +8.05% | 3 qtrssince 2018-Q4 | Increased 57 |
WELLS FARGO & CO | 19.8M | $936.2M | 1.2% | $37.34 | +4.62% | 3 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN INTERNATIONAL GROUP | 17.5M | $932.1M | 1.2% | $33.03 | +34.69% | 3 qtrssince 2018-Q4 | Decreased 0 |
| 7M | $911.1M | 1.2% | — | — | 3 qtrssince 2018-Q4 | Decreased 0 | |
CHUBB LTD | 5.9M | $863.6M | 1.1% | $115.19 | +14.38% | 3 qtrssince 2018-Q4 | Increased 53 |
THE CIGNA GROUP | 5.1M | $809.9M | 1.1% | $163.90 | -13.06% | 3 qtrssince 2018-Q4 | Increased 53 |
EATON CORP PLC | 9.5M | $794M | 1.0% | $62.20 | +17.19% | 3 qtrssince 2018-Q4 | Decreased 0 |
DOVER CORP | 7.7M | $771.2M | 1.0% | $68.15 | +34.08% | 3 qtrssince 2018-Q4 | Increased 50 |
PROCTER & GAMBLE CO/THE | 6.9M | $756.3M | 1.0% | $75.70 | +20.46% | 3 qtrssince 2018-Q4 | Decreased 0 |
AON PLC | 3.9M | $752.8M | 1.0% | $140.15 | +30.50% | 3 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 694,577 | $752.5M | 1.0% | $55.11 | -2.50% | 3 qtrssince 2018-Q4 | Increased 51 |
Boston Partners manages $76.3B across 660 positions as of Q2 2019. Top holdings: BRK/B (2.3%), JNJ (1.9%), BAC (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 53 new positions, 72 exits, 189 increased. Top move: BRK/B (INCREASED, conviction 58). Portfolio: $76.3B across 660 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