Boston Partners
Institutional investor · Portfolio as of Q4 2022
Top Holdings696 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JOHNSON & JOHNSON | 8.7M | $1.5B | 2.1% | $123.39 | +30.68% | 17 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 9.8M | $1.3B | 1.8% | $101.17 | +22.55% | 17 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 528,970 | $1.3B | 1.8% | $1,061.78 | +132.27% | 16 qtrssince 2019-Q1 | Decreased 0 |
THE CIGNA GROUP | 3.2M | $1.1B | 1.4% | $179.22 | +75.02% | 17 qtrssince 2018-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 13.8M | $992M | 1.3% | $57.93 | +7.48% | 6 qtrssince 2021-Q3 | Increased 65 |
BERKSHIRE HATHAWAY INC-CL B | 3.2M | $983.9M | 1.3% | $214.01 | +44.34% | 17 qtrssince 2018-Q4 | Increased 54 |
SCHLUMBERGER LTD | 17.4M | $929.7M | 1.3% | $17.89 | +175.53% | 17 qtrssince 2018-Q4 | Decreased 0 |
SANOFI-ADR | 18.2M | $884M | 1.2% | $39.90 | +7.47% | 6 qtrssince 2021-Q3 | Increased 52 |
DUPONT DE NEMOURS INC | 12.7M | $877M | 1.2% | $75.25 | +6.89% | 15 qtrssince 2019-Q2 | Increased 51 |
AMERISOURCEBERGEN CORP | 5.2M | $861.3M | 1.2% | $83.52 | +92.66% | 17 qtrssince 2018-Q4 | Increased 52 |
CENTENE CORP | 10.2M | $838.1M | 1.1% | $70.41 | +16.48% | 17 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB (CHARLES) CORP | 10M | $831.3M | 1.1% | $48.01 | +64.38% | 17 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.6M | $830.1M | 1.1% | $304.77 | +64.68% | 17 qtrssince 2018-Q4 | Decreased 0 |
CONOCOPHILLIPS | 7M | $827.1M | 1.1% | $39.66 | +169.83% | 17 qtrssince 2018-Q4 | Decreased 0 |
HOWMET AEROSPACE INC | 20.9M | $825.9M | 1.1% | $19.52 | +99.73% | 11 qtrssince 2020-Q2 | Decreased 0 |
ABBVIE INC | 5.1M | $816.9M | 1.1% | $94.04 | +50.41% | 17 qtrssince 2018-Q4 | Decreased 0 |
CVS HEALTH CORPORATION | 8.7M | $809.1M | 1.1% | $71.07 | +14.25% | 17 qtrssince 2018-Q4 | Increased 54 |
MARATHON PETROLEUM CORP | 6.9M | $803M | 1.1% | $48.81 | +123.38% | 17 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 16.4M | $781.9M | 1.1% | $38.90 | +10.59% | 17 qtrssince 2018-Q4 | Increased 54 |
CENTERPOINT ENERGY INC | 25.1M | $753.8M | 1.0% | $17.79 | +55.68% | 12 qtrssince 2020-Q1 | Increased 50 |
Boston Partners manages $73.9B across 696 positions as of Q4 2022. Top holdings: JNJ (2.1%), JPM (1.8%), AZO (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 69 new positions, 94 exits, 321 increased. Top move: BMY (INCREASED, conviction 65). Portfolio: $73.9B across 696 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