Boston Partners
Institutional investor · Portfolio as of Q4 2019
Top Holdings707 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 20.5M | $2.9B | 2.0% | $105.38 | +10.99% | 5 qtrssince 2018-Q4 | Increased 88 |
CITIGROUP INC | 32.1M | $2.6B | 1.8% | $52.22 | +21.18% | 5 qtrssince 2018-Q4 | Increased 81 |
WELLS FARGO & CO | 40.8M | $2.2B | 1.6% | $41.35 | +9.66% | 5 qtrssince 2018-Q4 | Increased 80 |
MARATHON PETROLEUM CORP | 34M | $2B | 1.5% | $49.01 | +0.97% | 5 qtrssince 2018-Q4 | Increased 81 |
THE CIGNA GROUP | 9.8M | $2B | 1.4% | $175.47 | +5.80% | 5 qtrssince 2018-Q4 | Increased 79 |
COMCAST CORP-CLASS A | 43.1M | $1.9B | 1.4% | $30.15 | +18.06% | 5 qtrssince 2018-Q4 | Increased 72 |
MEDTRONIC PLC | 16.6M | $1.9B | 1.3% | $84.11 | +13.77% | 5 qtrssince 2018-Q4 | Increased 76 |
CHUBB LTD | 11.7M | $1.8B | 1.3% | $127.95 | +9.87% | 5 qtrssince 2018-Q4 | Increased 79 |
VALERO ENERGY CORP | 19.4M | $1.8B | 1.3% | $69.48 | +3.97% | 5 qtrssince 2018-Q4 | Increased 81 |
PFIZER INC | 45.4M | $1.8B | 1.3% | $27.58 | -3.53% | 5 qtrssince 2018-Q4 | Increased 81 |
BANK OF AMERICA CORP | 50.2M | $1.8B | 1.3% | $20.97 | +44.68% | 5 qtrssince 2018-Q4 | Increased 50 |
| 11.7M | $1.8B | 1.2% | — | — | 5 qtrssince 2018-Q4 | Increased 78 | |
ALPHABET INC-CL A | 1.3M | $1.7B | 1.2% | $60.49 | +9.91% | 5 qtrssince 2018-Q4 | Increased 79 |
DOVER CORP | 14.8M | $1.7B | 1.2% | $86.40 | +22.83% | 5 qtrssince 2018-Q4 | Increased 80 |
BERKSHIRE HATHAWAY INC-CL B | 7.5M | $1.7B | 1.2% | $202.64 | +11.41% | 5 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 27.6M | $1.7B | 1.2% | $39.55 | +8.03% | 5 qtrssince 2018-Q4 | Increased 75 |
PROCTER & GAMBLE CO/THE | 13M | $1.6B | 1.2% | $89.97 | +16.94% | 5 qtrssince 2018-Q4 | Increased 80 |
KANSAS CITY SOUTHERN | 9.7M | $1.5B | 1.1% | — | — | 4 qtrssince 2019-Q1 | Increased 78 |
TRUIST BANK | 26.1M | $1.5B | 1.0% | $41.40 | 0.00% | 1 qtr | New 73 |
FOX CORP - CLASS A | 39.5M | $1.5B | 1.0% | $33.91 | +0.90% | 4 qtrssince 2019-Q1 | Increased 81 |
Boston Partners manages $140.6B across 707 positions as of Q4 2019. Top holdings: JPM (2.0%), C (1.8%), WFC (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 58 new positions, 66 exits, 583 increased. Top move: JPM (INCREASED, conviction 88). Portfolio: $140.6B across 707 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