Boston Partners
Institutional investor · Portfolio as of Q4 2022
Top Holdings696 positions
Johnson & Johnson | 8.7M | $1.5B | 2.1% | $121.66 | +30.45% | 17 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 9.8M | $1.3B | 1.8% | $100.16 | +22.60% | 17 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 528,970 | $1.3B | 1.8% | $1,050.13 | +134.84% | 16 qtrssince 2019-Q1 | Decreased 0 |
CIGNA CORP NEW | 3.2M | $1.1B | 1.4% | $175.79 | +75.47% | 17 qtrssince 2018-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 13.8M | $992M | 1.3% | $56.25 | +8.33% | 6 qtrssince 2021-Q3 | Increased 65 |
Berkshire Hathaway Inc. | 3.2M | $983.9M | 1.3% | $215.58 | +43.29% | 17 qtrssince 2018-Q4 | Increased 54 |
SCHLUMBERGER LTD | 17.4M | $929.7M | 1.3% | $17.67 | +176.16% | 17 qtrssince 2018-Q4 | Decreased 0 |
SANOFI | 18.2M | $884M | 1.2% | $37.62 | +7.98% | 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 DEL | 10.2M | $838.1M | 1.1% | $69.76 | +17.55% | 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% | $297.87 | +65.23% | 17 qtrssince 2018-Q4 | Decreased 0 |
CONOCOPHILLIPS | 7M | $827.1M | 1.1% | $39.10 | +167.79% | 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 CORP | 8.7M | $809.1M | 1.1% | $71.07 | +14.25% | 17 qtrssince 2018-Q4 | Increased 54 |
MARATHON PETE CORP | 6.9M | $803M | 1.1% | $48.33 | +122.99% | 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% | $17.53 | +55.34% | 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 Score: 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
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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