Capital Research Global Investors
Institutional investor · Portfolio as of Q4 2019
Top Holdings405 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
META PLATFORMS INC-CLASS A | 73.1M | $15B | 4.5% | $134.48 | +50.95% | 5 qtrssince 2018-Q4 | Increased 59 |
MICROSOFT CORP | 92.8M | $14.6B | 4.4% | $93.93 | +59.30% | 5 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 38M | $12.3B | 3.7% | $26.97 | +19.86% | 5 qtrssince 2018-Q4 | Increased 63 |
ABBOTT LABORATORIES | 113.7M | $9.9B | 3.0% | $63.02 | +21.72% | 5 qtrssince 2018-Q4 | Increased 55 |
UNITEDHEALTH GROUP INC | 29.9M | $8.8B | 2.6% | $230.54 | +15.58% | 5 qtrssince 2018-Q4 | Increased 70 |
BROADCOM INC | 27.2M | $8.6B | 2.6% | $21.58 | +24.96% | 5 qtrssince 2018-Q4 | Decreased 0 |
AMGEN INC | 35.3M | $8.5B | 2.6% | $157.23 | +25.64% | 5 qtrssince 2018-Q4 | Increased 58 |
ABBVIE INC | 86.6M | $7.7B | 2.3% | $66.47 | +1.47% | 5 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 4.1M | $7.5B | 2.3% | $74.01 | +24.77% | 5 qtrssince 2018-Q4 | Increased 55 |
ALIBABA GROUP HOLDING-SP ADR | 28.3M | $6B | 1.8% | $145.33 | +37.34% | 5 qtrssince 2018-Q4 | Increased 52 |
GILEAD SCIENCES INC | 85.1M | $5.5B | 1.7% | $48.06 | +7.15% | 5 qtrssince 2018-Q4 | Increased 56 |
MASTERCARD INC - A | 17.8M | $5.3B | 1.6% | $180.87 | +58.91% | 5 qtrssince 2018-Q4 | Increased 50 |
EOG RESOURCES INC | 60.5M | $5.1B | 1.5% | $63.60 | -2.05% | 5 qtrssince 2018-Q4 | Increased 60 |
EXXON MOBIL CORP | 66.4M | $4.6B | 1.4% | $50.18 | +4.10% | 5 qtrssince 2018-Q4 | Increased 54 |
ALPHABET INC-CL A | 3.3M | $4.4B | 1.3% | $51.94 | +27.99% | 5 qtrssince 2018-Q4 | Decreased 0 |
GENERAL DYNAMICS CORP | 23.3M | $4.1B | 1.2% | $134.63 | +13.11% | 5 qtrssince 2018-Q4 | Decreased 0 |
CSX CORP | 54.2M | $3.9B | 1.2% | $19.52 | +13.99% | 5 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL C | 2.9M | $3.9B | 1.2% | $51.47 | +28.83% | 5 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 27.7M | $3.9B | 1.2% | $82.40 | +41.93% | 5 qtrssince 2018-Q4 | Increased 54 |
THERMO FISHER SCIENTIFIC INC | 11.8M | $3.8B | 1.1% | $218.44 | +46.51% | 5 qtrssince 2018-Q4 | Decreased 0 |
Capital Research Global Investors manages $333.5B across 405 positions as of Q4 2019. Top holdings: META (4.5%), MSFT (4.4%), NFLX (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 22 new positions, 32 exits, 234 increased. Top move: UNH (INCREASED, conviction 70). Portfolio: $333.5B across 405 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