Boston Partners
Institutional investor · Portfolio as of Q3 2020
Top Holdings642 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 11.3M | $1.1B | 2.0% | $101.58 | -18.68% | 8 qtrssince 2018-Q4 | Increased 57 |
JOHNSON & JOHNSON | 6.9M | $1B | 1.9% | $114.56 | +10.61% | 8 qtrssince 2018-Q4 | Increased 58 |
BERKSHIRE HATHAWAY INC-CL B | 4M | $842.3M | 1.5% | $202.64 | +3.85% | 8 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 680,882 | $801.8M | 1.5% | $985.85 | +17.15% | 7 qtrssince 2019-Q1 | Decreased 0 |
EATON CORP PLC | 7.8M | $793.2M | 1.4% | $68.61 | +34.59% | 8 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 31.9M | $769.6M | 1.4% | $20.97 | -0.14% | 8 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 20.5M | $753.8M | 1.4% | $27.58 | -6.90% | 8 qtrssince 2018-Q4 | Decreased 0 |
THE CIGNA GROUP | 3.9M | $652.9M | 1.2% | $175.47 | -14.33% | 8 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 16.5M | $651M | 1.2% | $37.58 | -11.66% | 8 qtrssince 2018-Q4 | Decreased 0 |
TRUIST BANK | 16.5M | $629.4M | 1.1% | $39.74 | -27.22% | 4 qtrssince 2019-Q4 | Increased 54 |
ANTHEM INC | 2.2M | $595.9M | 1.1% | $236.68 | +2.26% | 8 qtrssince 2018-Q4 | Decreased 0 |
DUPONT DE NEMOURS INC | 10.7M | $594.2M | 1.1% | $74.22 | -15.83% | 6 qtrssince 2019-Q2 | Decreased 0 |
MEDTRONIC PLC | 5.5M | $569.6M | 1.0% | $84.11 | +5.38% | 8 qtrssince 2018-Q4 | Decreased 0 |
QORVO INC | 4.3M | $549.7M | 1.0% | $89.79 | +45.64% | 8 qtrssince 2018-Q4 | Decreased 0 |
OWENS CORNING NEW | 8M | $549.5M | 1.0% | $49.15 | +26.13% | 8 qtrssince 2018-Q4 | Decreased 0 |
NOVARTIS AG-SPONSORED ADR | 6.3M | $546M | 1.0% | $68.90 | +3.79% | 8 qtrssince 2018-Q4 | Decreased 0 |
HUNTINGTON BANCSHARES INC | 58.8M | $539.3M | 1.0% | $9.19 | -22.05% | 8 qtrssince 2018-Q4 | Increased 48 |
BEST BUY CO INC | 4.8M | $532.6M | 1.0% | $52.28 | +69.14% | 5 qtrssince 2019-Q3 | Decreased 0 |
DOVER CORP | 4.8M | $520.7M | 0.9% | $86.40 | +17.00% | 8 qtrssince 2018-Q4 | Decreased 0 |
NXP SEMICONDUCTORS NV | 4.1M | $508.9M | 0.9% | $100.15 | +12.55% | 7 qtrssince 2019-Q1 | Decreased 0 |
Boston Partners manages $54.9B across 642 positions as of Q3 2020. Top holdings: JPM (2.0%), JNJ (1.9%), BRK/B (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 33 new positions, 44 exits, 180 increased. Top move: JNJ (INCREASED, conviction 58). Portfolio: $54.9B across 642 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