Boston Partners
Institutional investor · Portfolio as of Q3 2023
Top Holdings722 positions
JPMORGAN CHASE & CO | 9.3M | $1.3B | 1.9% | $92.50 | +46.03% | 20 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC | 8.8M | $1.1B | 1.6% | $91.52 | +41.64% | 20 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 430,999 | $1.1B | 1.5% | $1,050.13 | +141.87% | 19 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 2.9M | $1B | 1.4% | $215.58 | +62.49% | 20 qtrssince 2018-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 17.3M | $999.9M | 1.4% | $56.94 | -11.49% | 9 qtrssince 2021-Q3 | Decreased 0 |
CISCO SYS INC | 17.3M | $930M | 1.3% | $40.11 | +23.34% | 20 qtrssince 2018-Q4 | Decreased 0 |
CENCORA INC | 4.9M | $886M | 1.2% | $83.52 | +111.04% | 20 qtrssince 2018-Q4 | Decreased 0 |
HALLIBURTON CO | 21.7M | $876.1M | 1.2% | $26.47 | +42.92% | 15 qtrssince 2020-Q1 | Decreased 0 |
SLB LIMITED | 13.4M | $778.2M | 1.1% | $17.66 | +205.54% | 20 qtrssince 2018-Q4 | Decreased 0 |
DISCOVER FINL SVCS | 8.6M | $743.7M | 1.0% | — | — | 20 qtrssince 2018-Q4 | Increased 71 |
HOWMET AEROSPACE INC | 16M | $739.5M | 1.0% | $19.52 | +135.02% | 14 qtrssince 2020-Q2 | Decreased 0 |
US FOODS HLDG CORP | 18.3M | $726.7M | 1.0% | $37.11 | +6.99% | 12 qtrssince 2020-Q4 | Increased 50 |
FLEETCOR TECHNOLOGIES INC | 2.8M | $714.5M | 1.0% | — | — | 20 qtrssince 2018-Q4 | Decreased 0 |
ICON PUB LTD CO | 2.9M | $710.7M | 1.0% | $212.39 | +15.94% | 20 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.4M | $704.8M | 1.0% | $292.72 | +61.75% | 20 qtrssince 2018-Q4 | Decreased 0 |
SANOFI SA | 12.8M | $680.7M | 0.9% | $37.62 | +24.10% | 9 qtrssince 2021-Q3 | Decreased 0 |
MARATHON PETE CORP | 4.5M | $680.1M | 0.9% | $47.64 | +199.45% | 20 qtrssince 2018-Q4 | Decreased 0 |
CENOVUS ENERGY INC | 29.4M | $676.8M | 0.9% | $12.31 | +59.18% | 15 qtrssince 2020-Q1 | Increased 48 |
WELLS FARGO & CO | 15.9M | $650.9M | 0.9% | $39.18 | -3.03% | 20 qtrssince 2018-Q4 | Decreased 0 |
DELL TECHNOLOGIES INC | 9.4M | $645.6M | 0.9% | $51.21 | +28.22% | 2 qtrssince 2023-Q2 | Decreased 0 |
Boston Partners manages $72.2B across 722 positions as of Q3 2023. Top holdings: JPM (1.9%), GOOGL (1.6%), AZO (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 77 new positions, 52 exits, 224 increased. Top move: DFS (INCREASED, conviction 71). Portfolio: $72.2B across 722 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
Verify source filings on SEC EDGAR