Yöneticileri karşılaştır

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Yönetici A Yönetici B

Boston Partners ⇄ Danske Bank A/S

60Ortak pozisyonlar

23.8%Ad örtüşmesi (Jaccard)

15+Yalnızca Boston…

15+Yalnızca Danske Bank…

Ortak varlıklar · Q2 2026

Menkul kıymet	Boston Partners ağırlık	Danske Bank A/S ağırlık
NVDA NVIDIA Corporation	0.7%	7.2%
AMZN Amazon.com, Inc.	2.7%	5.0%
AAPL Apple Inc.	0.0%	6.4%
MSFT Microsoft Corporation	0.2%	4.2%
GOOGL Alphabet Inc.	0.3%	3.7%
JPM JPMorgan Chase & Co.	2.1%	1.6%
MU Micron Technology, Inc.	1.2%	2.1%
META Meta Platforms, Inc.	0.9%	1.9%
AVGO Broadcom Inc.	0.0%	2.5%
AMAT Applied Materials, Inc.	1.7%	0.7%
GOOG Alphabet Inc.	0.0%	2.4%
V Visa Inc.	0.8%	1.2%
LLY Eli Lilly and Company	0.0%	1.8%
TSLA Tesla, Inc.	0.0%	1.8%
ABBV AbbVie Inc.	1.1%	0.7%
USFD US Foods Holding Corp.	1.7%	0.0%
DELL Dell Technologies Inc.	1.2%	0.4%
COR Cencora, Inc.	1.2%	0.2%
GS The Goldman Sachs Group…	0.9%	0.5%
JNJ Johnson & Johnson	0.3%	1.1%
FLEX Flex Ltd.	1.2%	0.1%
RH Rh	1.2%	0.1%
MS Morgan Stanley	0.9%	0.4%
MCHP Microchip Technology…	1.2%	0.1%
KO The Coca-Cola Company	0.6%	0.6%
LPLA LPL Financial Holdings…	1.1%	0.1%
DIS The Walt Disney Company	0.9%	0.2%
NXPI NXP Semiconductors N.V.	1.0%	0.1%
WFC Wells Fargo & Company	0.8%	0.3%
BRK-B Berkshire Hathaway Inc.	0.0%	1.1%
MCK McKesson Corporation	0.8%	0.3%
URI United Rentals, Inc.	0.9%	0.1%
AXP American Express Company	0.7%	0.3%
BAC Bank of America…	0.4%	0.5%
WMT Walmart Inc.	0.0%	0.9%
DGX Quest Diagnostics…	0.9%	0.0%
FANG Diamondback Energy, Inc.	0.9%	0.0%
UBER Uber Technologies, Inc.	0.7%	0.2%
MRVL Marvell Technology, Inc.	0.5%	0.4%
GILD Gilead Sciences, Inc.	0.7%	0.2%
COP ConocoPhillips	0.9%	0.0%
HBAN Huntington Bancshares…	0.8%	0.1%
LRCX Lam Research Corporation	0.1%	0.8%
CPAY Corpay, Inc.	0.8%	0.0%
COF Capital One Financial…	0.7%	0.1%
FTI TechnipFMC plc	0.5%	0.3%
CSCO Cisco Systems, Inc.	0.1%	0.8%
SLB Slb N.V.	0.6%	0.3%
MPC Marathon Petroleum…	0.8%	0.0%
KGC Kinross Gold Corporation	0.8%	0.0%
IQV IQVIA Holdings Inc.	0.8%	0.0%
LH Labcorp Holdings Inc.	0.8%	0.0%
FE FirstEnergy Corp.	0.8%	0.0%
RS Reliance Steel & Aluminum…	0.7%	0.1%
ODFL Old Dominion Freight…	0.7%	0.0%
CMI Cummins Inc.	0.6%	0.2%
ETR Entergy Corporation	0.6%	0.1%
ALL The Allstate Corporation	0.5%	0.2%
UNH UnitedHealth Group…	0.1%	0.7%
CB Chubb Limited	0.3%	0.5%

Belirgin biçimde Boston Partners

PM Philip Morris…	1.0%
THC Tenet Healthcare…	0.7%
AZN AstraZeneca PLC	0.5%
RNR RenaissanceRe…	0.5%
RRC Range Resources…	0.4%
ARW Arrow Electronics…	0.4%
CVE Cenovus Energy Inc.	0.4%
COKE Coca-Cola…	0.4%
FAF First American…	0.4%
CACC Credit Acceptance…	0.3%
LAMR Lamar Advertising…	0.3%
PR Permian Resources…	0.3%
SOLV Solventum Corporation	0.3%
MUSA Murphy USA Inc.	0.3%
LSTR Landstar System, Inc.	0.3%

Belirgin biçimde Danske Bank A/S

AMD Advanced Micro…	2.2%
INTC Intel Corp.	0.8%
LIN Linde plc	0.6%
PLTR Palantir Technologies…	0.6%
TXN Texas Instruments…	0.5%
GE GE Aerospace	0.5%
BNY Bank of New York…	0.5%
GEV GE Vernova Inc.	0.5%
APH Amphenol Corporation	0.4%
NFLX Netflix, Inc.	0.4%
WDC Western Digital…	0.4%
OXY Occidental Petroleum…	0.3%
PANW Palo Alto Networks…	0.3%
ISRG Intuitive Surgical…	0.3%
WM Waste Management, Inc.	0.3%

Kaynak: Örtüşme, her iki yöneticinin ayrıştırılmış adi hisse senedi pozisyonlarından anlık olarak hesaplanmaktadır: Q2 2026. Yalnızca raporlanan uzun pozisyonlar — hedgeler ve 13F kapsamı dışındaki varlıklar görünmez. Metodoloji

Yöneticileri Karşılaştır

Boston Partners ⇄ Danske Bank A/S

Ortak varlıklar · Q2 2026

Belirgin biçimde Boston Partners

Belirgin biçimde Danske Bank A/S