Capital World Investors
Institutional investor · Portfolio as of Q1 2021
Top Holdings596 positions
Tesla Inc | 40.9M | $27.3B | 5.1% | $15.53 | +1333.28% | 8 qtrssince 2019-Q2 | Decreased 0 |
Microsoft Corp | 112.2M | $26.4B | 4.9% | $127.08 | +77.31% | 8 qtrssince 2019-Q2 | Increased 59 |
Broadcom Inc | 39M | $18.1B | 3.3% | $24.35 | +71.70% | 8 qtrssince 2019-Q2 | Increased 59 |
Facebook Inc | 43.3M | $12.8B | 2.4% | $198.66 | +46.85% | 8 qtrssince 2019-Q2 | Increased 59 |
UnitedHealth Group Inc | 34M | $12.7B | 2.3% | $218.26 | +54.63% | 8 qtrssince 2019-Q2 | Decreased 0 |
JPMorgan Chase & Co | 79.4M | $12.1B | 2.2% | $92.38 | +43.73% | 8 qtrssince 2019-Q2 | Decreased 0 |
Home Depot Inc/The | 39M | $11.9B | 2.2% | $188.54 | +41.17% | 8 qtrssince 2019-Q2 | Increased 63 |
Amazon.com Inc | 3.1M | $9.7B | 1.8% | $95.46 | +62.07% | 8 qtrssince 2019-Q2 | Decreased 0 |
Pfizer Inc | 230.1M | $8.3B | 1.5% | $27.05 | +0.87% | 8 qtrssince 2019-Q2 | Decreased 0 |
Thermo Fisher Scientific Inc | 16.7M | $7.6B | 1.4% | $294.65 | +52.54% | 8 qtrssince 2019-Q2 | Increased 53 |
Philip Morris International In | 79.7M | $7.1B | 1.3% | $55.47 | +24.06% | 8 qtrssince 2019-Q2 | Decreased 0 |
Netflix Inc | 13.5M | $7B | 1.3% | $37.14 | +40.45% | 8 qtrssince 2019-Q2 | Decreased 0 |
CME Group Inc | 33.8M | $6.9B | 1.3% | $148.42 | +11.08% | 8 qtrssince 2019-Q2 | Decreased 0 |
CSX Corp | 67.8M | $6.5B | 1.2% | $22.92 | +30.32% | 8 qtrssince 2019-Q2 | Decreased 0 |
PayPal Holdings Inc | 26.8M | $6.5B | 1.2% | $145.75 | +61.92% | 8 qtrssince 2019-Q2 | Increased 59 |
Altria Group Inc | 124.6M | $6.4B | 1.2% | $27.03 | +24.42% | 8 qtrssince 2019-Q2 | Increased 55 |
Honeywell International Inc | 28.4M | $6.2B | 1.1% | $136.34 | +36.75% | 8 qtrssince 2019-Q2 | Decreased 0 |
Comcast Corp | 112.3M | $6.1B | 1.1% | $32.59 | +29.05% | 8 qtrssince 2019-Q2 | Increased 56 |
Shopify Inc | 5.3M | $5.9B | 1.1% | $50.21 | +120.36% | 8 qtrssince 2019-Q2 | Decreased 0 |
BlackRock Inc | 7.5M | $5.7B | 1.0% | $426.45 | +56.76% | 8 qtrssince 2019-Q2 | Increased 51 |
Capital World Investors manages $541.1B across 596 positions as of Q1 2021. Top holdings: TSLA (5.1%), MSFT (4.9%), AVGO (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 69 new positions, 38 exits, 238 increased. Top move: HD (INCREASED, conviction 63). Portfolio: $541.1B across 596 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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