Boston Partners
Institutional investor · Portfolio as of Q3 2021
Top Holdings671 positions
JPMORGAN CHASE & CO | 8M | $1.3B | 1.7% | $91.36 | +57.31% | 12 qtrssince 2018-Q4 | Increased 51 |
AUTOZONE INC | 759,965 | $1.3B | 1.6% | $1,023.72 | +65.86% | 11 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 7.8M | $1.3B | 1.6% | $113.89 | +23.32% | 12 qtrssince 2018-Q4 | Increased 51 |
CONOCOPHILLIPS | 16.2M | $1.1B | 1.4% | $38.41 | +47.78% | 12 qtrssince 2018-Q4 | Increased 51 |
FIFTH THIRD BANCORP | 24.2M | $1B | 1.3% | $18.62 | +88.75% | 12 qtrssince 2018-Q4 | Increased 53 |
CISCO SYS INC | 17.3M | $942.7M | 1.2% | $38.30 | +23.10% | 12 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMER CORP | 22.1M | $939.6M | 1.2% | $20.82 | +80.40% | 12 qtrssince 2018-Q4 | Decreased 0 |
EATON CORP PLC | 6.2M | $925M | 1.2% | $66.18 | +108.78% | 12 qtrssince 2018-Q4 | Increased 51 |
TRUIST FINL CORP | 15.2M | $894.3M | 1.1% | $38.22 | +20.61% | 8 qtrssince 2019-Q4 | Decreased 0 |
DUPONT DE NEMOURS INC | 12.6M | $857.2M | 1.1% | $76.01 | +1.95% | 10 qtrssince 2019-Q2 | Increased 54 |
ALPHABET INC | 316,735 | $847.3M | 1.1% | $59.27 | +123.41% | 12 qtrssince 2018-Q4 | Increased 50 |
BERKSHIRE HATHAWAY INC DEL | 2.9M | $802.4M | 1.0% | $204.82 | +33.26% | 12 qtrssince 2018-Q4 | Increased 50 |
AVANTOR INC | 19.6M | $800.9M | 1.0% | $20.96 | +95.10% | 10 qtrssince 2019-Q2 | Decreased 0 |
THE CIGNA GROUP | 3.9M | $788.8M | 1.0% | $167.09 | +9.15% | 12 qtrssince 2018-Q4 | Increased 55 |
MARATHON PETE CORP | 12.3M | $760.5M | 1.0% | $47.64 | +16.08% | 12 qtrssince 2018-Q4 | Increased 45 |
WELLS FARGO & CO | 15.7M | $727.8M | 0.9% | $39.80 | +3.24% | 12 qtrssince 2018-Q4 | Increased 59 |
KEYCORP | 33.3M | $720.8M | 0.9% | $10.70 | +58.46% | 12 qtrssince 2018-Q4 | Increased 46 |
UNITEDHEALTH GROUP INC | 1.8M | $695.2M | 0.9% | $247.34 | +44.33% | 12 qtrssince 2018-Q4 | Increased 45 |
GOLDMAN SACHS GROUP INC | 1.8M | $689.8M | 0.9% | $208.86 | +60.34% | 12 qtrssince 2018-Q4 | Increased 46 |
PIONEER NATURAL RESOURCES CO | 4.1M | $688.1M | 0.9% | — | — | 3 qtrssince 2021-Q1 | Increased 47 |
Boston Partners manages $78.9B across 671 positions as of Q3 2021. Top holdings: JPM (1.7%), AZO (1.6%), JNJ (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 57 new positions, 32 exits, 271 increased. Top move: WFC (INCREASED, conviction 59). Portfolio: $78.9B across 671 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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