Boston Partners
Institutional investor · Portfolio as of Q4 2019
Top Holdings707 positions
 Bank of America Corporation | 50.2M | $1.8B | 2.3% | $20.82 | +43.70% | 5 qtrssince 2018-Q4 | Increased 54 |
 Berkshire Hathaway Inc. | 7.5M | $1.7B | 2.2% | $204.63 | +10.69% | 5 qtrssince 2018-Q4 | Decreased 0 |
 JPMorgan Chase & Co. | 10.2M | $1.4B | 1.9% | $92.58 | +25.19% | 5 qtrssince 2018-Q4 | Increased 50 |
 Citigroup, Inc. | 16M | $1.3B | 1.7% | $40.93 | +53.76% | 5 qtrssince 2018-Q4 | Increased 53 |
 Wells Fargo & Company | 20.4M | $1.1B | 1.5% | $37.66 | +20.41% | 5 qtrssince 2018-Q4 | Decreased 0 |
 Marathon Petroleum Corporation | 17M | $1B | 1.4% | $47.73 | +3.50% | 5 qtrssince 2018-Q4 | Increased 64 |
 The Cigna Group | 4.9M | $997.4M | 1.3% | $163.00 | +12.84% | 5 qtrssince 2018-Q4 | Decreased 0 |
 Comcast Corporation | 21.5M | $968.8M | 1.3% | $25.70 | +32.38% | 5 qtrssince 2018-Q4 | Decreased 0 |
 Medtronic plc. | 8.3M | $941.3M | 1.2% | $73.85 | +26.00% | 5 qtrssince 2018-Q4 | Decreased 0 |
 Chubb Limited | 5.8M | $909.3M | 1.2% | $116.20 | +20.61% | 5 qtrssince 2018-Q4 | Decreased 0 |
 Valero Energy Corporation | 9.7M | $906.5M | 1.2% | $66.72 | +8.27% | 5 qtrssince 2018-Q4 | Increased 65 |
 Pfizer, Inc. | 22.7M | $890.1M | 1.2% | $28.56 | -6.82% | 5 qtrssince 2018-Q4 | Increased 51 |
 | 5.9M | $878.3M | 1.2% | — | — | 5 qtrssince 2018-Q4 | Decreased 0 |
 Alphabet Inc. | 637,183 | $853.6M | 1.1% | $54.97 | +20.69% | 5 qtrssince 2018-Q4 | Decreased 0 |
 Dover Corporation | 7.4M | $850.8M | 1.1% | $68.62 | +53.95% | 5 qtrssince 2018-Q4 | Decreased 0 |
 Verizon Communications Inc. | 13.8M | $846.8M | 1.1% | $36.07 | +13.32% | 5 qtrssince 2018-Q4 | Decreased 0 |
 American International Group, Inc. | 16.3M | $834.6M | 1.1% | $32.81 | +31.31% | 5 qtrssince 2018-Q4 | Decreased 0 |
 The Procter & Gamble Company | 6.5M | $809.3M | 1.1% | $75.20 | +38.99% | 5 qtrssince 2018-Q4 | Decreased 0 |
 KANSAS CITY SOUTHERN | 4.8M | $742.8M | 1.0% | — | — | 4 qtrssince 2019-Q1 | Decreased 0 |
 Truist Financial Corporation | 13M | $734.9M | 1.0% | $41.40 | 0.00% | 1 qtr | New 62 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2019-Q1 | $75,477,066,000 | 8.45301706813% |
| 2019-Q2 | $76,251,453,000 | 1.02598980199% |
| 2019-Q3 | $73,847,162,000 | -3.15310843978% |
| 2019-Q4 | $75,607,758,000 | 2.38410786863% |
Boston Partners manages $75.6B across 707 positions as of Q4 2019. Top holdings: BAC (2.3%), BRK/B (2.2%), JPM (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 58 new positions, 66 exits, 257 increased. Top move: VLO (INCREASED, conviction 65). Portfolio: $75.6B across 707 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