Boston Partners
Institutional investor · Portfolio as of Q2 2021
Top Holdings646 positions
JOHNSON & JOHNSON | 7.7M | $1.3B | 1.6% | $113.60 | +25.37% | 11 qtrssince 2018-Q4 | Increased 53 |
JPMORGAN CHASE & CO | 7.9M | $1.2B | 1.6% | $90.78 | +49.57% | 11 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 774,139 | $1.2B | 1.5% | $1,023.72 | +45.76% | 10 qtrssince 2019-Q1 | Increased 53 |
CISCO SYS INC | 18.6M | $988.4M | 1.3% | $38.30 | +19.03% | 11 qtrssince 2018-Q4 | Decreased 0 |
CONOCOPHILLIPS | 16.1M | $979.1M | 1.2% | $38.22 | +32.44% | 11 qtrssince 2018-Q4 | Increased 51 |
TRUIST FINL CORP | 17.3M | $959.4M | 1.2% | $38.22 | +13.20% | 7 qtrssince 2019-Q4 | Decreased 0 |
BANK OF AMER CORP | 23.2M | $956.9M | 1.2% | $20.82 | +74.32% | 11 qtrssince 2018-Q4 | Decreased 0 |
DUPONT DE NEMOURS INC | 11.8M | $912.8M | 1.2% | $75.91 | +15.76% | 9 qtrssince 2019-Q2 | Increased 53 |
EATON CORP PLC | 6.1M | $901.7M | 1.1% | $64.88 | +110.39% | 11 qtrssince 2018-Q4 | Decreased 0 |
FIFTH THIRD BANCORP | 23.1M | $884.8M | 1.1% | $17.86 | +76.03% | 11 qtrssince 2018-Q4 | Increased 54 |
BERKSHIRE HATHAWAY INC DEL | 2.9M | $814.4M | 1.0% | $204.63 | +35.81% | 11 qtrssince 2018-Q4 | Decreased 0 |
ELEVANCE HEALTH INC FORMERLY | 2.1M | $801.8M | 1.0% | $234.66 | +50.77% | 11 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC | 313,794 | $766.6M | 1.0% | $58.58 | +106.44% | 11 qtrssince 2018-Q4 | Decreased 0 |
QORVO INC | 3.9M | $755.1M | 1.0% | $76.16 | +156.89% | 11 qtrssince 2018-Q4 | Increased 47 |
AVANTOR INC | 21.2M | $754.1M | 1.0% | $20.96 | +69.39% | 9 qtrssince 2019-Q2 | Increased 52 |
THE CIGNA GROUP | 3.1M | $736.7M | 0.9% | $163.00 | +31.92% | 11 qtrssince 2018-Q4 | Decreased 0 |
MARATHON PETE CORP | 12.2M | $735.4M | 0.9% | $47.56 | +12.52% | 11 qtrssince 2018-Q4 | Increased 44 |
SLB LIMITED | 22.4M | $715.3M | 0.9% | $16.55 | +72.42% | 11 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.8M | $705.3M | 0.9% | $246.25 | +48.05% | 11 qtrssince 2018-Q4 | Increased 55 |
CITIGROUP INC | 9.8M | $696.2M | 0.9% | $43.79 | +35.21% | 11 qtrssince 2018-Q4 | Decreased 0 |
Boston Partners manages $78.4B across 646 positions as of Q2 2021. Top holdings: JNJ (1.6%), JPM (1.6%), AZO (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 40 new positions, 39 exits, 231 increased. Top move: UNH (INCREASED, conviction 55). Portfolio: $78.4B across 646 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