Capital World Investors
Institutional investor · Portfolio as of Q1 2023
Top Holdings513 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 87.6M | $25.3B | 5.2% | $127.83 | +117.57% | 16 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 27.4M | $17.5B | 3.6% | $24.62 | +147.86% | 16 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 29.4M | $13.9B | 2.9% | $230.77 | +93.52% | 16 qtrssince 2019-Q2 | Decreased 0 |
HOME DEPOT INC | 39.5M | $11.7B | 2.4% | $197.54 | +34.82% | 16 qtrssince 2019-Q2 | Increased 55 |
PHILIP MORRIS INTERNATIONAL | 111.8M | $10.9B | 2.2% | $65.71 | +29.82% | 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% | $216.90 | -9.97% | 16 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN NATURAL RESOURCES | 149.6M | $8.3B | 1.7% | $15.37 | +60.57% | 16 qtrssince 2019-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 35.5M | $7.5B | 1.6% | $208.00 | -0.77% | 16 qtrssince 2019-Q2 | Increased 58 |
THERMO FISHER SCIENTIFIC INC | 12.9M | $7.4B | 1.5% | $298.52 | +87.03% | 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% | $61.62 | +20.08% | 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-CL C | 52.4M | $5.4B | 1.1% | $96.40 | +4.32% | 16 qtrssince 2019-Q2 | Increased 55 |
JPMORGAN CHASE & CO | 40.5M | $5.3B | 1.1% | $102.98 | +16.45% | 16 qtrssince 2019-Q2 | Decreased 0 |
APPLE INC | 32M | $5.3B | 1.1% | $114.31 | +41.94% | 16 qtrssince 2019-Q2 | Increased 54 |
VERTEX PHARMACEUTICALS INC | 16.1M | $5.1B | 1.1% | $223.83 | +39.46% | 16 qtrssince 2019-Q2 | Increased 62 |
BOOKING HOLDINGS INC | 1.9M | $5B | 1.0% | $81.89 | +27.18% | 16 qtrssince 2019-Q2 | Increased 51 |
REGENERON PHARMACEUTICALS | 5.8M | $4.8B | 1.0% | $370.19 | +118.00% | 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: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 19 new positions, 45 exits, 208 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
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