Boston Partners
Institutional investor · Portfolio as of Q4 2021
Top Holdings685 positions
AUTOZONE INC | 718,513 | $1.5B | 1.8% | $1,023.72 | +104.78% | 12 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 8M | $1.4B | 1.6% | $116.90 | +28.10% | 13 qtrssince 2018-Q4 | Increased 51 |
JPMorgan Chase & Co. | 7.7M | $1.2B | 1.5% | $101.55 | +38.43% | 13 qtrssince 2018-Q4 | Decreased 0 |
CONOCOPHILLIPS | 15.8M | $1.1B | 1.4% | $39.10 | +55.97% | 13 qtrssince 2018-Q4 | Decreased 0 |
Eaton Corporation PLC | 5.9M | $1B | 1.2% | $70.75 | +127.01% | 13 qtrssince 2018-Q4 | Decreased 0 |
Cisco Systems, Inc. | 15.4M | $977.8M | 1.2% | $38.62 | +43.65% | 13 qtrssince 2018-Q4 | Decreased 0 |
FIFTH THIRD BANCORP | 22.4M | $976.6M | 1.2% | $21.57 | +68.33% | 13 qtrssince 2018-Q4 | Decreased 0 |
DUPONT DE NEMOURS INC | 11.8M | $956.9M | 1.2% | $75.49 | +22.99% | 11 qtrssince 2019-Q2 | Decreased 0 |
CENTENE CORP DEL | 10.8M | $892.2M | 1.1% | $68.03 | +21.12% | 13 qtrssince 2018-Q4 | Increased 57 |
CIGNA CORP NEW | 3.9M | $890.6M | 1.1% | $174.95 | +20.20% | 13 qtrssince 2018-Q4 | Decreased 0 |
BK OF AMERICA CORP | 19.9M | $884.7M | 1.1% | $20.82 | +89.98% | 13 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 303,575 | $878.7M | 1.1% | $63.39 | +126.35% | 13 qtrssince 2018-Q4 | Decreased 0 |
TRUIST FINL CORP | 14.8M | $865.2M | 1.0% | $39.68 | +16.86% | 9 qtrssince 2019-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 1.7M | $849M | 1.0% | $264.19 | +74.21% | 13 qtrssince 2018-Q4 | Decreased 0 |
QUALCOMM INC | 4.6M | $833.9M | 1.0% | $124.85 | +31.88% | 3 qtrssince 2021-Q2 | Increased 52 |
Berkshire Hathaway Inc. | 2.8M | $833M | 1.0% | $204.82 | +45.98% | 13 qtrssince 2018-Q4 | Decreased 0 |
AVANTOR INC | 19M | $798.2M | 1.0% | $20.78 | +102.16% | 11 qtrssince 2019-Q2 | Decreased 0 |
DOVER CORP | 4.3M | $773.4M | 0.9% | $88.87 | +93.22% | 13 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 7M | $768.2M | 0.9% | $107.18 | -10.60% | 13 qtrssince 2018-Q4 | Increased 68 |
MARATHON PETE CORP | 11.9M | $764.5M | 0.9% | $48.33 | +19.49% | 13 qtrssince 2018-Q4 | Decreased 0 |
Boston Partners manages $83B across 685 positions as of Q4 2021. Top holdings: AZO (1.8%), JNJ (1.6%), JPM (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 61 new positions, 47 exits, 162 increased. Top move: FIS (INCREASED, conviction 68). Portfolio: $83.0B across 685 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
Verify source filings on SEC EDGAR