Dodge & Cox Portfolio holdings
Dodge & Cox, founded in 1930 by Van Duyn Dodge and E. Morris Cox in San Francisco, California, is an independent, employee-owned investment management firm renowned for its disciplined, value-oriented approach to long-term investing. Managing over $350 billion in assets as of late 2024, the firm offers a concise lineup of mutual funds and separate accounts focusing on U.S. and international equities, fixed income, and balanced portfolios, serving individual and institutional investors with a low-turnover, research-driven strategy. Known for its team-based decision-making and contrarian stance—buying undervalued securities others overlook—Dodge & Cox has maintained a consistent philosophy through decades, avoiding trend-chasing and emphasizing fundamentals, even during market volatility like the 2008 crisis. With a tight-knit team of about 300 employees and no proprietary trading, the firm’s commitment to simplicity, low fees, and client alignment has earned it a loyal following and a reputation as a steadfast player in asset management.
Top Buys
| 1 | +$502M | |
| 2 | +$412M | |
| 3 | +$361M | |
| 4 |
Bristol-Myers Squibb
BMY
|
+$358M |
| 5 |
JNPR
Juniper Networks
JNPR
|
+$313M |
Top Sells
| 1 | +$387M | |
| 2 | +$349M | |
| 3 | +$338M | |
| 4 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
+$311M |
| 5 |
Adient
ADNT
|
+$232M |
Sector Composition
| 1 | Financials | 25.31% |
| 2 | Communication Services | 16.9% |
| 3 | Healthcare | 16.28% |
| 4 | Technology | 15.69% |
| 5 | Energy | 8.8% |