Capital Research Global Investors
Institutional investor · Portfolio as of Q4 2023
Top Holdings408 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 78.2M | $29.4B | 7.2% | $116.84 | +217.11% | 21 qtrssince 2018-Q4 | Increased 65 |
BROADCOM INC | 17.8M | $19.9B | 4.9% | $24.04 | +354.11% | 21 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 80.2M | $12.2B | 3.0% | $109.18 | +39.16% | 21 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 30.2M | $10.7B | 2.6% | $197.14 | +78.30% | 21 qtrssince 2018-Q4 | Increased 64 |
GENERAL ELECTRIC CO COM STOCK | 83.1M | $10.6B | 2.6% | $51.21 | +96.47% | 21 qtrssince 2018-Q4 | 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% | $262.07 | +93.04% | 21 qtrssince 2018-Q4 | Increased 51 |
RAYTHEON TECHNOLOGIES CORP | 90.4M | $7.6B | 1.9% | $69.00 | +15.72% | 16 qtrssince 2020-Q1 | Increased 61 |
ALPHABET INC-CL A | 50.5M | $7.1B | 1.7% | $99.75 | +38.98% | 21 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 31.7M | $6.1B | 1.5% | $144.78 | +31.38% | 21 qtrssince 2018-Q4 | Increased 61 |
MASTERCARD INC - A | 13.6M | $5.8B | 1.4% | $254.22 | +65.61% | 21 qtrssince 2018-Q4 | Increased 53 |
PHILIP MORRIS INTERNATIONAL | 58.4M | $5.5B | 1.4% | $60.18 | +43.77% | 21 qtrssince 2018-Q4 | Increased 55 |
CANADIAN NATURAL RESOURCES | 83.5M | $5.5B | 1.3% | $10.67 | +185.54% | 21 qtrssince 2018-Q4 | Decreased 0 |
CARRIER GLOBAL CORP | 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% | $211.33 | +56.18% | 21 qtrssince 2018-Q4 | Increased 54 |
ALPHABET INC-CL C | 34.9M | $4.9B | 1.2% | $97.35 | +43.69% | 21 qtrssince 2018-Q4 | Increased 50 |
GILEAD SCIENCES INC | 59.7M | $4.8B | 1.2% | $54.20 | +39.68% | 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 INSTRUMENTS 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 Rating: 4/5.0.
Active quarter - 20 new positions, 23 exits, 170 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