Capital World Investors
Institutional investor · Portfolio as of Q1 2023
Top Holdings513 positions
MICROSOFT CORP | 87.6M | $25.3B | 5.2% | $127.08 | +120.72% | 16 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 27.4M | $17.5B | 3.6% | $24.50 | +150.75% | 16 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 29.4M | $13.9B | 2.9% | $226.00 | +94.81% | 16 qtrssince 2019-Q2 | Decreased 0 |
HOME DEPOT INC | 39.5M | $11.7B | 2.4% | $193.52 | +39.30% | 16 qtrssince 2019-Q2 | Increased 55 |
PHILIP MORRIS INTL INC | 111.8M | $10.9B | 2.2% | $63.98 | +30.79% | 16 qtrssince 2019-Q2 | Increased 61 |
ELI LILLY & CO | 27.6M | $9.5B | 2.0% | $223.81 | +49.60% | 16 qtrssince 2019-Q2 | Decreased 0 |
PFIZER INC | 231.5M | $9.4B | 2.0% | $29.24 | +12.59% | 16 qtrssince 2019-Q2 | Decreased 0 |
TESLA INC | 43.8M | $9.1B | 1.9% | $16.47 | +1159.36% | 16 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN NAT RES LTD | 149.6M | $8.3B | 1.7% | $14.87 | +62.43% | 16 qtrssince 2019-Q2 | Decreased 0 |
META PLATFORMS INC | 35.5M | $7.5B | 1.6% | $208.27 | +0.80% | 16 qtrssince 2019-Q2 | Increased 58 |
THERMO FISHER SCIENTIFIC INC | 12.9M | $7.4B | 1.5% | $297.76 | +91.44% | 16 qtrssince 2019-Q2 | Decreased 0 |
CATERPILLAR INC | 28.8M | $6.6B | 1.4% | $186.91 | +16.17% | 16 qtrssince 2019-Q2 | Decreased 0 |
GILEAD SCIENCES INC | 76.5M | $6.3B | 1.3% | $60.26 | +22.86% | 16 qtrssince 2019-Q2 | Increased 56 |
TARGET CORP | 36.1M | $6B | 1.2% | $130.41 | +12.07% | 14 qtrssince 2019-Q4 | Increased 57 |
ALPHABET INC | 52.4M | $5.4B | 1.1% | $74.07 | +39.08% | 16 qtrssince 2019-Q2 | Increased 55 |
JPMORGAN CHASE & CO. | 40.5M | $5.3B | 1.1% | $101.87 | +18.00% | 16 qtrssince 2019-Q2 | Decreased 0 |
APPLE INC | 32M | $5.3B | 1.1% | $87.18 | +86.12% | 16 qtrssince 2019-Q2 | Increased 54 |
VERTEX PHARMACEUTICALS INC | 16.1M | $5.1B | 1.1% | $225.64 | +39.64% | 16 qtrssince 2019-Q2 | Increased 62 |
BOOKING HOLDINGS INC | 1.9M | $5B | 1.0% | $81.49 | +27.18% | 16 qtrssince 2019-Q2 | Increased 51 |
REGENERON PHARMACEUTICALS | 5.8M | $4.8B | 1.0% | $369.30 | +120.41% | 16 qtrssince 2019-Q2 | Decreased 0 |
Capital World Investors manages $483.8B across 513 positions as of Q1 2023. Top holdings: MSFT (5.2%), AVGO (3.6%), UNH (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 19 new positions, 45 exits, 209 increased. Top move: VRTX (INCREASED, conviction 62). Portfolio: $483.8B across 513 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
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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