Boston Partners
Institutional investor · Portfolio as of Q3 2020
Top Holdings642 positions
JPMORGAN CHASE & CO | 11.3M | $1.1B | 2.0% | $90.78 | -9.46% | 8 qtrssince 2018-Q4 | Increased 57 |
JOHNSON & JOHNSON | 6.9M | $1B | 1.9% | $110.48 | +14.27% | 8 qtrssince 2018-Q4 | Increased 58 |
BERKSHIRE HATHAWAY INC DEL | 4M | $842.3M | 1.5% | $204.63 | +4.06% | 8 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 680,882 | $801.8M | 1.5% | $973.75 | +20.94% | 7 qtrssince 2019-Q1 | Decreased 0 |
EATON CORP PLC | 7.8M | $793.2M | 1.4% | $63.88 | +44.56% | 8 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMER CORP | 31.9M | $769.6M | 1.4% | $20.82 | +0.30% | 8 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 20.5M | $753.8M | 1.4% | $28.03 | -8.39% | 8 qtrssince 2018-Q4 | Decreased 0 |
THE CIGNA GROUP | 3.9M | $652.9M | 1.2% | $163.00 | -6.50% | 8 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYS INC | 16.5M | $651M | 1.2% | $37.23 | -11.19% | 8 qtrssince 2018-Q4 | Decreased 0 |
TRUIST FINL CORP | 16.5M | $629.4M | 1.1% | $38.22 | -24.32% | 4 qtrssince 2019-Q4 | Increased 54 |
ELEVANCE HEALTH INC FORMERLY | 2.2M | $595.9M | 1.1% | $234.63 | +5.11% | 8 qtrssince 2018-Q4 | Decreased 0 |
DUPONT DE NEMOURS INC | 10.7M | $594.2M | 1.1% | $74.90 | -16.97% | 6 qtrssince 2019-Q2 | Decreased 0 |
MEDTRONIC PLC | 5.5M | $569.6M | 1.0% | $73.85 | +17.56% | 8 qtrssince 2018-Q4 | Decreased 0 |
QORVO INC | 4.3M | $549.7M | 1.0% | $69.21 | +88.95% | 8 qtrssince 2018-Q4 | Decreased 0 |
OWENS CORNING NEW | 8M | $549.5M | 1.0% | $40.01 | +54.93% | 8 qtrssince 2018-Q4 | Decreased 0 |
NOVARTIS AG | 6.3M | $546M | 1.0% | $65.51 | +5.84% | 8 qtrssince 2018-Q4 | Decreased 0 |
HUNTINGTON BANCSHARES INC | 58.8M | $539.3M | 1.0% | $7.52 | -6.19% | 8 qtrssince 2018-Q4 | Increased 48 |
BEST BUY INC | 4.8M | $532.6M | 1.0% | $49.35 | +74.27% | 5 qtrssince 2019-Q3 | Decreased 0 |
DOVER CORP | 4.8M | $520.7M | 0.9% | $68.62 | +46.76% | 8 qtrssince 2018-Q4 | Decreased 0 |
NXP SEMICONDUCTORS N V | 4.1M | $508.9M | 0.9% | $84.40 | +33.45% | 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 Score: 3/5.0.
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
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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