Institutional investor · Portfolio as of Q3 2021
Quarterly Portfolio Change
FIL Ltd manages $90B across 819 positions as of Q3 2021. Top holdings: RY (3.1%), MSFT (3.0%), AAPL (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 81 new positions, 115 exits, 312 increased. Top move: BAM/A (INCREASED, conviction 63). Portfolio: $90.0B across 819 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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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.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile