Boston Partners
Institutional investor · Portfolio as of Q4 2022
SEC EDGAR SourceSEC Filings
Boston Partners manages $73.9B across 696 positions as of Q4 2022. HoldingsIntel Rating: 2/5.0.
Q4 2022 Summary
Active quarter - 69 new positions, 94 exits, 321 increased. No standout high-conviction moves this quarter. Portfolio: $73.9B across 696 positions.
Top holdings by portfolio weight
JNJ2.07%
JPM1.77%
AZO1.77%
CI1.44%
BMY1.34%
BRK/B1.33%
SLB1.26%
SNY1.20%
DD1.19%
COR1.17%
Other1.13%
Portfolio allocation by GICS sector
Financial Services18.74%
Healthcare17.55%
Industrials14.79%
Technology12.54%
Consumer Cyclical9.64%
Energy7.97%
Basic Materials4.15%
Unknown4.01%
Consumer Defensive2.97%
Utilities2.80%
Other4.84%
7-dimension quality assessment
Below Average(2.0 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings696 positions
No holdings data available
No holdings data available for 2022-Q4. This filer may not have filed for this period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer