Boston Partners
Institutional investor · Portfolio as of Q3 2019
Top Holdings716 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 8M | $1.7B | 2.3% | $202.64 | +2.37% | 4 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 50.2M | $1.5B | 2.0% | $20.92 | +18.39% | 4 qtrssince 2018-Q4 | Increased 53 |
COMCAST CORP-CLASS A | 26.8M | $1.2B | 1.6% | $26.85 | +30.90% | 4 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 10.2M | $1.2B | 1.6% | $93.72 | +5.13% | 4 qtrssince 2018-Q4 | Increased 81 |
WELLS FARGO & CO | 21.2M | $1.1B | 1.4% | $37.66 | +11.82% | 4 qtrssince 2018-Q4 | Increased 54 |
CITIGROUP INC | 15.3M | $1.1B | 1.4% | $40.09 | +35.50% | 4 qtrssince 2018-Q4 | Decreased 0 |
MEDTRONIC PLC | 9.4M | $1B | 1.4% | $75.22 | +20.32% | 4 qtrssince 2018-Q4 | Decreased 0 |
ALLSTATE CORP | 9.3M | $1B | 1.4% | $70.86 | +30.79% | 4 qtrssince 2018-Q4 | Decreased 0 |
CHUBB LTD | 6.1M | $990.9M | 1.3% | $116.55 | +24.49% | 4 qtrssince 2018-Q4 | Increased 53 |
VERIZON COMMUNICATIONS INC | 15.9M | $962.4M | 1.3% | $37.23 | +11.88% | 4 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN INTERNATIONAL GROUP | 16.8M | $934.5M | 1.3% | $33.03 | +41.60% | 4 qtrssince 2018-Q4 | Decreased 0 |
| 6.4M | $872.6M | 1.2% | — | — | 4 qtrssince 2018-Q4 | Decreased 0 | |
PROCTER & GAMBLE CO/THE | 6.7M | $832.3M | 1.1% | $75.70 | +37.53% | 4 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 16.7M | $825.1M | 1.1% | $35.05 | +15.02% | 4 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 671,521 | $820.3M | 1.1% | $55.11 | +10.40% | 4 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 22.4M | $805.9M | 1.1% | $28.59 | -15.45% | 4 qtrssince 2018-Q4 | Decreased 0 |
MARATHON PETROLEUM CORP | 12.8M | $778.6M | 1.1% | $48.23 | +6.48% | 4 qtrssince 2018-Q4 | Increased 76 |
THE CIGNA GROUP | 5.1M | $777.2M | 1.1% | $163.90 | -16.24% | 4 qtrssince 2018-Q4 | Decreased 0 |
EATON CORP PLC | 9.3M | $774.1M | 1.0% | $62.20 | +18.03% | 4 qtrssince 2018-Q4 | Decreased 0 |
DOVER CORP | 7.7M | $763.9M | 1.0% | $68.15 | +34.72% | 4 qtrssince 2018-Q4 | Decreased 0 |
Boston Partners manages $73.8B across 716 positions as of Q3 2019. Top holdings: BRK/B (2.3%), BAC (2.0%), CMCSA (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 105 new positions, 49 exits, 145 increased. Top move: JPM (INCREASED, conviction 81). Portfolio: $73.8B across 716 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer