Boston Partners
Institutional investor · Portfolio as of Q4 2024
Top Holdings707 positions
JPMORGAN CHASE & CO | 8.4M | $2B | 2.4% | $92.50 | +148.97% | 25 qtrssince 2018-Q4 | Decreased 0 |
LPL FINL HLDGS INC | 3.9M | $1.3B | 1.6% | $251.37 | +29.09% | 25 qtrssince 2018-Q4 | Increased 62 |
ALPHABET INC | 6.1M | $1.2B | 1.4% | $93.94 | +100.33% | 25 qtrssince 2018-Q4 | Decreased 0 |
CENCORA INC | 5M | $1.1B | 1.4% | $113.89 | +95.45% | 25 qtrssince 2018-Q4 | Increased 52 |
AUTOZONE INC | 344,331 | $1.1B | 1.3% | $1,120.50 | +185.76% | 24 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 6.3M | $1.1B | 1.3% | $106.59 | +52.76% | 25 qtrssince 2018-Q4 | Decreased 0 |
ABBVIE INC | 5.7M | $1B | 1.2% | $147.09 | +13.34% | 25 qtrssince 2018-Q4 | Increased 65 |
FLEX LTD | 26.1M | $1B | 1.2% | $22.45 | +70.99% | 25 qtrssince 2018-Q4 | Increased 51 |
HUNTINGTON BANCSHARES INC | 60.8M | $990M | 1.2% | $10.28 | +48.04% | 25 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 12M | $968.3M | 1.2% | $72.41 | +5.69% | 25 qtrssince 2018-Q4 | Increased 52 |
NORFOLK SOUTHN CORP | 4M | $945.4M | 1.1% | $230.40 | -1.52% | 14 qtrssince 2021-Q3 | Increased 58 |
SYSCO CORP | 12.2M | $930.3M | 1.1% | $72.74 | -0.57% | 2 qtrssince 2024-Q3 | Increased 81 |
US FOODS HLDG CORP | 12.7M | $860.5M | 1.0% | $37.87 | +78.16% | 17 qtrssince 2020-Q4 | Increased 50 |
DIAMONDBACK ENERGY INC | 5.2M | $849.2M | 1.0% | $157.39 | -0.48% | 25 qtrssince 2018-Q4 | Increased 56 |
DISCOVER FINL SVCS | 4.8M | $837.6M | 1.0% | — | — | 25 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.6M | $815.7M | 1.0% | $363.14 | +33.32% | 25 qtrssince 2018-Q4 | Increased 48 |
CRH PLC | 8.3M | $773.2M | 0.9% | $56.49 | +60.71% | 6 qtrssince 2023-Q3 | Decreased 0 |
PHILIP MORRIS INTL INC | 6.2M | $747.8M | 0.9% | $84.82 | +33.57% | 25 qtrssince 2018-Q4 | Increased 48 |
AON PLC | 2M | $731.8M | 0.9% | $298.50 | +19.28% | 19 qtrssince 2020-Q2 | Increased 51 |
AMERIPRISE FINL INC | 1.4M | $726.4M | 0.9% | $146.33 | +255.77% | 25 qtrssince 2018-Q4 | Decreased 0 |
Boston Partners manages $82.2B across 707 positions as of Q4 2024. Top holdings: JPM (2.4%), LPLA (1.6%), GOOGL (1.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 71 new positions, 68 exits, 281 increased. Top move: SYY (INCREASED, conviction 81). Portfolio: $82.2B across 707 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