Boston Partners
Institutional investor · Portfolio as of Q4 2018
Top Holdings703 positions
Berkshire Hathaway Inc. | 8M | $1.6B | 2.4% | $204.18 | 0.00% | 1 qtr | First report 0 |
Johnson & Johnson | 12.5M | $1.6B | 2.3% | $104.33 | 0.00% | 1 qtr | First report 0 |
Cisco Systems, Inc. | 33.5M | $1.4B | 2.1% | $34.65 | 0.00% | 1 qtr | First report 0 |
PFIZER INC | 28.3M | $1.2B | 1.8% | $28.59 | 0.00% | 1 qtr | First report 0 |
JPMorgan Chase & Co. | 12.5M | $1.2B | 1.8% | $79.10 | 0.00% | 1 qtr | First report 0 |
BK OF AMERICA CORP | 46.1M | $1.1B | 1.6% | $20.47 | 0.00% | 1 qtr | First report 0 |
COMCAST CORP NEW | 31.8M | $1.1B | 1.6% | $26.52 | 0.00% | 1 qtr | First report 0 |
WELLS FARGO CO NEW | 22.5M | $1B | 1.5% | $37.34 | 0.00% | 1 qtr | First report 0 |
CITIGROUP INC | 19.5M | $1B | 1.5% | $40.09 | 0.00% | 1 qtr | First report 0 |
VERIZON COMMUNICATIONS INC | 15.9M | $891.5M | 1.3% | $37.01 | 0.00% | 1 qtr | First report 0 |
HP INC | 43.4M | $888.1M | 1.3% | $15.50 | 0.00% | 1 qtr | First report 0 |
CVS HEALTH CORP | 12.4M | $811.3M | 1.2% | $51.03 | 0.00% | 1 qtr | First report 0 |
Microsoft Corp. | 7.9M | $800.5M | 1.2% | $94.43 | 0.00% | 1 qtr | First report 0 |
The Allstate Corporation | 9.5M | $783.8M | 1.1% | $69.39 | 0.00% | 1 qtr | First report 0 |
Chevron Corp. | 7.2M | $780.1M | 1.1% | $79.12 | 0.00% | 1 qtr | First report 0 |
The Procter & Gamble Co. | 8.4M | $774.8M | 1.1% | $75.31 | 0.00% | 1 qtr | First report 0 |
CHUBB LIMITED | 5.8M | $752.3M | 1.1% | $114.35 | 0.00% | 1 qtr | First report 0 |
DISCOVER FINL SVCS | 12.4M | $732.6M | 1.1% | — | — | 1 qtr | First report 0 |
MARATHON PETE CORP | 12.2M | $718.4M | 1.0% | $46.58 | 0.00% | 1 qtr | First report 0 |
| 6.6M | $706.7M | 1.0% | — | — | 1 qtr | First report 0 |
Boston Partners manages $69.6B across 703 positions as of Q4 2018. Top holdings: BRK/B (2.4%), JNJ (2.3%), CSCO (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
First quarter we have for this fund: 703 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $69.6B across 703 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR