Capital World Investors
Institutional investor · Portfolio as of Q1 2021
Top Holdings596 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 40.9M | $27.3B | 5.1% | $114.31 | +85.34% | 8 qtrssince 2019-Q2 | Decreased 0 |
MICROSOFT CORP | 112.2M | $26.4B | 4.9% | $127.83 | +74.44% | 8 qtrssince 2019-Q2 | Increased 59 |
BROADCOM INC | 39M | $18.1B | 3.3% | $24.39 | +71.70% | 8 qtrssince 2019-Q2 | Increased 59 |
META PLATFORMS INC-CLASS A | 43.3M | $12.8B | 2.4% | $198.63 | +43.99% | 8 qtrssince 2019-Q2 | Increased 59 |
UNITEDHEALTH GROUP INC | 34M | $12.7B | 2.3% | $222.57 | +55.26% | 8 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 79.4M | $12.1B | 2.2% | $93.37 | +45.70% | 8 qtrssince 2019-Q2 | Decreased 0 |
HOME DEPOT INC | 39M | $11.9B | 2.2% | $192.55 | +41.04% | 8 qtrssince 2019-Q2 | Increased 63 |
AMAZON.COM INC | 3.1M | $9.7B | 1.8% | $95.46 | +60.02% | 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% | $295.34 | +50.96% | 8 qtrssince 2019-Q2 | Increased 53 |
PHILIP MORRIS INTERNATIONAL | 79.7M | $7.1B | 1.3% | $56.91 | +24.91% | 8 qtrssince 2019-Q2 | Decreased 0 |
NETFLIX INC | 13.5M | $7B | 1.3% | $37.06 | +38.53% | 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% | $22.98 | +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% | $28.26 | +24.99% | 8 qtrssince 2019-Q2 | Increased 55 |
HONEYWELL INTL INC | 28.4M | $6.2B | 1.1% | $136.34 | +36.75% | 8 qtrssince 2019-Q2 | Decreased 0 |
COMCAST CORP-CLASS A | 112.3M | $6.1B | 1.1% | $34.03 | +30.75% | 8 qtrssince 2019-Q2 | Increased 56 |
SHOPIFY INC - CLASS A | 5.3M | $5.9B | 1.1% | $50.13 | +109.19% | 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 Rating: 4/5.0.
Active quarter - 67 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
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