Boston Partners
Institutional investor · Portfolio as of Q4 2018
Top Holdings703 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 8M | $1.6B | 2.4% | $202.08 | 0.00% | 1 qtr | New 83 |
JOHNSON & JOHNSON | 12.5M | $1.6B | 2.3% | $104.55 | 0.00% | 1 qtr | New 83 |
CISCO SYSTEMS INC | 33.5M | $1.4B | 2.1% | $34.65 | 0.00% | 1 qtr | New 83 |
PFIZER INC | 28.3M | $1.2B | 1.8% | $28.59 | 0.00% | 1 qtr | New 73 |
JPMORGAN CHASE & CO | 12.5M | $1.2B | 1.8% | $79.22 | 0.00% | 1 qtr | New 73 |
BANK OF AMERICA CORP | 46.1M | $1.1B | 1.6% | $20.58 | 0.00% | 1 qtr | New 73 |
COMCAST CORP-CLASS A | 31.8M | $1.1B | 1.6% | $26.52 | 0.00% | 1 qtr | New 73 |
WELLS FARGO & CO | 22.5M | $1B | 1.5% | $37.34 | 0.00% | 1 qtr | New 73 |
CITIGROUP INC | 19.5M | $1B | 1.5% | $40.09 | 0.00% | 1 qtr | New 73 |
VERIZON COMMUNICATIONS INC | 15.9M | $891.5M | 1.3% | $37.01 | 0.00% | 1 qtr | New 73 |
HEWLETT-PACKARD CO | 43.4M | $888.1M | 1.3% | $16.00 | 0.00% | 1 qtr | New 73 |
CVS HEALTH CORPORATION | 12.4M | $811.3M | 1.2% | $51.03 | 0.00% | 1 qtr | New 73 |
MICROSOFT CORP | 7.9M | $800.5M | 1.2% | $93.93 | 0.00% | 1 qtr | New 72 |
ALLSTATE CORP | 9.5M | $783.8M | 1.1% | $69.39 | 0.00% | 1 qtr | New 72 |
CHEVRON CORP | 7.2M | $780.1M | 1.1% | $79.12 | 0.00% | 1 qtr | New 72 |
PROCTER & GAMBLE CO/THE | 8.4M | $774.8M | 1.1% | $75.31 | 0.00% | 1 qtr | New 72 |
CHUBB LTD | 5.8M | $752.3M | 1.1% | $114.35 | 0.00% | 1 qtr | New 72 |
CAPITAL ONE FINANCIAL CO | 12.4M | $732.6M | 1.1% | — | — | 1 qtr | New 72 |
MARATHON PETROLEUM CORP | 12.2M | $718.4M | 1.0% | $46.51 | 0.00% | 1 qtr | New 72 |
| 6.6M | $706.7M | 1.0% | — | — | 1 qtr | New 72 |
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 Rating: 2/5.0.
Active quarter - 703 new positions, 0 exits, 0 increased. Top move: BRK/B (NEW, conviction 83). 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
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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