Boston Partners
Institutional investor · Portfolio as of Q4 2020
Top Holdings618 positions
Johnson & Johnson | 7.3M | $1.1B | 1.8% | $114.24 | +17.63% | 9 qtrssince 2018-Q4 | Increased 53 |
JPMorgan Chase & Co | 8.8M | $1.1B | 1.7% | $101.07 | +8.87% | 9 qtrssince 2018-Q4 | Decreased 0 |
Bank of America Corp | 30.6M | $928.2M | 1.4% | $20.82 | +26.98% | 9 qtrssince 2018-Q4 | Decreased 0 |
Berkshire Hathaway Inc | 3.8M | $873.9M | 1.4% | $204.63 | +13.31% | 9 qtrssince 2018-Q4 | Decreased 0 |
AutoZone Inc | 701,115 | $831.1M | 1.3% | $979.86 | +20.98% | 8 qtrssince 2019-Q1 | Increased 52 |
BB&T Corp | 17.2M | $823.2M | 1.3% | $39.64 | -7.21% | 5 qtrssince 2019-Q4 | Increased 52 |
DowDuPont Inc | 11M | $780.2M | 1.2% | $74.37 | +8.17% | 7 qtrssince 2019-Q2 | Increased 51 |
Halfmoon Parent Inc | 3.7M | $771.5M | 1.2% | $172.95 | +8.28% | 9 qtrssince 2018-Q4 | Decreased 0 |
Huntington Bancshares Inc/OH | 58.4M | $737.8M | 1.1% | $8.97 | +9.54% | 9 qtrssince 2018-Q4 | Decreased 0 |
Eaton Corp PLC | 6.1M | $727.5M | 1.1% | $68.61 | +59.57% | 9 qtrssince 2018-Q4 | Decreased 0 |
Cisco Systems Inc/Delaware | 15.9M | $709.5M | 1.1% | $37.58 | +1.28% | 9 qtrssince 2018-Q4 | Decreased 0 |
Anthem Inc | 2.1M | $687.7M | 1.1% | $234.63 | +26.03% | 9 qtrssince 2018-Q4 | Decreased 0 |
Medtronic PLC | 5.8M | $676.6M | 1.1% | $83.01 | +18.48% | 9 qtrssince 2018-Q4 | Increased 53 |
Qorvo Inc | 4M | $670.5M | 1.0% | $89.79 | +86.40% | 9 qtrssince 2018-Q4 | Decreased 0 |
ConocoPhillips | 16M | $640M | 1.0% | $38.71 | -15.59% | 9 qtrssince 2018-Q4 | Increased 52 |
Citigroup Inc | 10.2M | $628M | 1.0% | $51.95 | -2.20% | 9 qtrssince 2018-Q4 | Increased 54 |
Chubb Ltd | 4M | $613M | 1.0% | $127.95 | +11.42% | 9 qtrssince 2018-Q4 | Decreased 0 |
American International Group I | 15.8M | $599.4M | 0.9% | $30.66 | +8.10% | 9 qtrssince 2018-Q4 | Decreased 0 |
Owens Corning | 7.8M | $591.2M | 0.9% | $49.15 | +39.31% | 9 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 331,748 | $581.4M | 0.9% | $62.74 | +38.35% | 9 qtrssince 2018-Q4 | Increased 45 |
Boston Partners manages $64.3B across 618 positions as of Q4 2020. Top holdings: JNJ (1.8%), JPM (1.7%), BAC (1.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 58 new positions, 82 exits, 195 increased. Top move: C (INCREASED, conviction 54). Portfolio: $64.3B across 618 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