Boston Partners
Institutional investor · Portfolio as of Q4 2024
Top Holdings707 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 8.4M | $2B | 2.4% | $101.36 | +130.18% | 25 qtrssince 2018-Q4 | Decreased 0 |
LPL FINANCIAL HOLDINGS INC | 3.9M | $1.3B | 1.6% | $251.49 | +29.03% | 25 qtrssince 2018-Q4 | Increased 62 |
ALPHABET INC-CL A | 6.1M | $1.2B | 1.4% | $99.14 | +92.14% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMERISOURCEBERGEN CORP | 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% | $107.95 | +52.69% | 25 qtrssince 2018-Q4 | Decreased 0 |
ABBVIE INC | 5.7M | $1B | 1.2% | $147.99 | +13.34% | 25 qtrssince 2018-Q4 | Increased 65 |
| 26.1M | $1B | 1.2% | $4.78 | +708.44% | 25 qtrssince 2018-Q4 | Increased 51 | |
HUNTINGTON BANCSHARES INC | 60.8M | $990M | 1.2% | $11.03 | +42.57% | 25 qtrssince 2018-Q4 | Decreased 0 |
FIDELITY NATIONAL INFO SERV | 12M | $968.3M | 1.2% | $74.74 | +5.43% | 25 qtrssince 2018-Q4 | Increased 52 |
NORFOLK SOUTHERN CORP | 4M | $945.4M | 1.1% | $230.40 | -1.52% | 14 qtrssince 2021-Q3 | Increased 58 |
SYSCO CORP | 12.2M | $930.3M | 1.1% | $74.09 | -0.42% | 2 qtrssince 2024-Q3 | Increased 81 |
US FOODS HOLDING CORP | 12.7M | $860.5M | 1.0% | $37.86 | +78.68% | 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 |
CAPITAL ONE FINANCIAL CO | 4.8M | $837.6M | 1.0% | — | — | 25 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.6M | $815.7M | 1.0% | $379.62 | +30.55% | 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 INTERNATIONAL | 6.2M | $747.8M | 0.9% | $87.13 | +33.03% | 25 qtrssince 2018-Q4 | Increased 48 |
AON PLC | 2M | $731.8M | 0.9% | $298.50 | +19.28% | 19 qtrssince 2020-Q2 | Increased 51 |
AMERIPRISE FINANCIAL INC | 1.4M | $726.4M | 0.9% | $155.98 | +233.78% | 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 Rating: 2/5.0.
Active quarter - 70 new positions, 67 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer