Capital World Investors
Institutional investor · Portfolio as of Q1 2020
Top Holdings521 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 139.1M | $21.9B | 6.4% | $126.35 | +20.73% | 4 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 48.1M | $12B | 3.5% | $222.57 | +2.82% | 4 qtrssince 2019-Q2 | Increased 58 |
BROADCOM INC | 38.3M | $9.1B | 2.6% | $24.29 | -13.50% | 4 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 91M | $8.2B | 2.4% | $92.30 | -13.99% | 4 qtrssince 2019-Q2 | Increased 60 |
AMAZON.COM INC | 4.1M | $8B | 2.3% | $94.90 | +3.47% | 4 qtrssince 2019-Q2 | Increased 61 |
PFIZER INC | 224.8M | $7.3B | 2.1% | $27.51 | -18.60% | 4 qtrssince 2019-Q2 | Increased 65 |
META PLATFORMS INC-CLASS A | 40.4M | $6.7B | 2.0% | $192.24 | -14.28% | 4 qtrssince 2019-Q2 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 91M | $6.6B | 1.9% | $56.91 | -4.39% | 4 qtrssince 2019-Q2 | Increased 61 |
BERKSHIRE HATHAWAY INC-CL A | 22,285 | $6.1B | 1.8% | $319,092.17 | -14.12% | 4 qtrssince 2019-Q2 | Decreased 0 |
HOME DEPOT INC | 32.4M | $6.1B | 1.8% | $177.65 | -3.88% | 4 qtrssince 2019-Q2 | Decreased 0 |
CME GROUP INC | 34.9M | $6B | 1.8% | $152.77 | -8.39% | 4 qtrssince 2019-Q2 | Decreased 0 |
LOCKHEED MARTIN CORP | 17.2M | $5.8B | 1.7% | $305.35 | -2.30% | 4 qtrssince 2019-Q2 | Increased 51 |
TESLA INC | 10.7M | $5.6B | 1.6% | $15.53 | +115.63% | 4 qtrssince 2019-Q2 | Increased 50 |
THERMO FISHER SCIENTIFIC INC | 16.8M | $4.8B | 1.4% | $288.20 | -2.58% | 4 qtrssince 2019-Q2 | Increased 54 |
NETFLIX INC | 12.4M | $4.7B | 1.4% | $36.22 | +2.43% | 4 qtrssince 2019-Q2 | Decreased 0 |
BOEING CO/THE | 30.6M | $4.6B | 1.3% | $331.31 | -54.04% | 4 qtrssince 2019-Q2 | Increased 58 |
MASTERCARD INC - A | 15.7M | $3.8B | 1.1% | $254.76 | -3.90% | 4 qtrssince 2019-Q2 | Decreased 0 |
REGENERON PHARMACEUTICALS | 7.1M | $3.5B | 1.0% | $311.68 | +50.92% | 4 qtrssince 2019-Q2 | Decreased 0 |
CSX CORP | 60.7M | $3.5B | 1.0% | $23.05 | -22.28% | 4 qtrssince 2019-Q2 | Increased 54 |
GILEAD SCIENCES INC | 46.3M | $3.5B | 1.0% | $57.11 | +6.43% | 4 qtrssince 2019-Q2 | Increased 81 |
Capital World Investors manages $344.6B across 521 positions as of Q1 2020. Top holdings: MSFT (6.4%), UNH (3.5%), AVGO (2.6%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 58 new positions, 52 exits, 183 increased. Top move: GILD (INCREASED, conviction 81). Portfolio: $344.6B across 521 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