Institutional investor · Portfolio as of Q4 2021
Quarterly Portfolio Change
FIL Ltd manages $97.5B across 807 positions as of Q4 2021. Top holdings: MSFT (3.4%), RY (3.2%), AAPL (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 64 new positions, 76 exits, 368 increased. Top move: TD (INCREASED, conviction 65). Portfolio: $97.5B across 807 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
Upgrade to Pro to see the worst-performing positions.
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.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile