Boston Partners
Institutional investor · Portfolio as of Q2 2020
Top Holdings653 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 10.1M | $946.3M | 1.7% | $103.97 | -23.26% | 7 qtrssince 2018-Q4 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL B | 4.7M | $841.6M | 1.5% | $202.64 | -12.56% | 7 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 5.9M | $831.5M | 1.5% | $112.60 | +5.69% | 7 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 17.4M | $811M | 1.5% | $37.58 | +3.78% | 7 qtrssince 2018-Q4 | Increased 81 |
BANK OF AMERICA CORP | 33.5M | $794.7M | 1.5% | $20.97 | -2.43% | 7 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 683,684 | $771.4M | 1.4% | $985.85 | +14.41% | 6 qtrssince 2019-Q1 | Decreased 0 |
THE CIGNA GROUP | 4M | $756.7M | 1.4% | $175.47 | -2.22% | 7 qtrssince 2018-Q4 | Decreased 0 |
EATON CORP PLC | 8.3M | $724.6M | 1.3% | $68.61 | +14.57% | 7 qtrssince 2018-Q4 | Increased 50 |
PFIZER INC | 21.8M | $711.7M | 1.3% | $27.58 | -17.85% | 7 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 456,054 | $647M | 1.2% | $62.42 | +11.06% | 7 qtrssince 2018-Q4 | Increased 62 |
ANTHEM INC | 2.3M | $611.5M | 1.1% | $236.68 | +1.69% | 7 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN INTERNATIONAL GROUP | 19.2M | $598.4M | 1.1% | $30.86 | -12.67% | 7 qtrssince 2018-Q4 | Decreased 0 |
DUPONT DE NEMOURS INC | 11.1M | $589.7M | 1.1% | $74.22 | -19.83% | 5 qtrssince 2019-Q2 | Increased 53 |
NOVARTIS AG-SPONSORED ADR | 6.7M | $581M | 1.1% | $68.90 | +4.13% | 7 qtrssince 2018-Q4 | Increased 80 |
TRUIST BANK | 15.4M | $576.4M | 1.1% | $40.58 | -30.43% | 3 qtrssince 2019-Q4 | Increased 53 |
QORVO INC | 5.1M | $560.3M | 1.0% | $89.79 | +19.64% | 7 qtrssince 2018-Q4 | Increased 54 |
CHUBB LTD | 4.3M | $542.9M | 1.0% | $127.95 | -9.40% | 7 qtrssince 2018-Q4 | Decreased 0 |
| 19.2M | $536M | 1.0% | — | — | 6 qtrssince 2019-Q1 | Decreased 0 | |
MEDTRONIC PLC | 5.7M | $526.3M | 1.0% | $84.11 | -7.90% | 7 qtrssince 2018-Q4 | Decreased 0 |
NXP SEMICONDUCTORS NV | 4.6M | $525.7M | 1.0% | $100.15 | +1.55% | 6 qtrssince 2019-Q1 | Decreased 0 |
Boston Partners manages $54.4B across 653 positions as of Q2 2020. Top holdings: JPM (1.7%), BRK/B (1.5%), JNJ (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 96 new positions, 84 exits, 163 increased. Top move: CSCO (INCREASED, conviction 81). Portfolio: $54.4B across 653 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