Capital Research Global Investors
Institutional investor · Portfolio as of Q4 2023
Top Holdings408 positions
MICROSOFT CORP | 78.2M | $29.4B | 7.2% | $117.24 | +214.04% | 21 qtrssince 2018-Q4 | Increased 65 |
BROADCOM INC | 17.8M | $19.9B | 4.9% | $23.94 | +353.48% | 21 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 80.2M | $12.2B | 3.0% | $104.30 | +45.68% | 21 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 30.2M | $10.7B | 2.6% | $195.23 | +79.58% | 21 qtrssince 2018-Q4 | Increased 64 |
GE AEROSPACE | 83.1M | $10.6B | 2.6% | $56.17 | +78.39% | 10 qtrssince 2021-Q3 | Decreased 0 |
ABBOTT LABORATORIES | 86.6M | $9.5B | 2.3% | $67.55 | +53.92% | 21 qtrssince 2018-Q4 | Increased 60 |
UNITEDHEALTH GROUP INC | 15.1M | $8B | 2.0% | $257.65 | +92.54% | 21 qtrssince 2018-Q4 | Increased 51 |
RTX CORPORATION | 90.4M | $7.6B | 1.9% | $68.74 | +16.15% | 16 qtrssince 2020-Q1 | Increased 61 |
ALPHABET INC | 50.5M | $7.1B | 1.7% | $76.59 | +80.67% | 21 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 31.7M | $6.1B | 1.5% | $127.68 | +48.97% | 21 qtrssince 2018-Q4 | Increased 61 |
MASTERCARD INCORPORATED | 13.6M | $5.8B | 1.4% | $255.18 | +64.42% | 21 qtrssince 2018-Q4 | Increased 53 |
PHILIP MORRIS INTL INC | 58.4M | $5.5B | 1.4% | $58.51 | +44.14% | 21 qtrssince 2018-Q4 | Increased 55 |
CANADIAN NAT RES LTD MED TER | 83.5M | $5.5B | 1.3% | $10.61 | +178.98% | 21 qtrssince 2018-Q4 | Decreased 0 |
CARRIER GLOBAL CORPORATION | 92.8M | $5.3B | 1.3% | $33.86 | +64.06% | 15 qtrssince 2020-Q2 | Increased 52 |
HOME DEPOT INC | 14.8M | $5.1B | 1.3% | $207.73 | +55.50% | 21 qtrssince 2018-Q4 | Increased 54 |
ALPHABET INC | 34.9M | $4.9B | 1.2% | $62.18 | +124.54% | 21 qtrssince 2018-Q4 | Increased 50 |
GILEAD SCIENCES INC | 59.7M | $4.8B | 1.2% | $53.91 | +37.95% | 21 qtrssince 2018-Q4 | Increased 52 |
ABBVIE INC | 30.3M | $4.7B | 1.2% | $97.46 | +44.80% | 21 qtrssince 2018-Q4 | Decreased 0 |
TEXAS INSTRS INC | 27.4M | $4.7B | 1.2% | $150.61 | +4.82% | 21 qtrssince 2018-Q4 | Increased 50 |
ELI LILLY & CO | 7.6M | $4.4B | 1.1% | $354.88 | +61.21% | 7 qtrssince 2022-Q2 | Increased 53 |
Capital Research Global Investors manages $406.5B across 408 positions as of Q4 2023. Top holdings: MSFT (7.2%), AVGO (4.9%), AMZN (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 20 new positions, 23 exits, 171 increased. Top move: MSFT (INCREASED, conviction 65). Portfolio: $406.5B across 408 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
Verify source filings on SEC EDGAR