Capital World Investors
Institutional investor · Portfolio as of Q2 2020
Top Holdings526 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 122.9M | $25B | 6.1% | $126.35 | +49.94% | 5 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 39M | $12.3B | 3.0% | $24.34 | +12.47% | 5 qtrssince 2019-Q2 | Increased 56 |
UNITEDHEALTH GROUP INC | 39.9M | $11.8B | 2.8% | $222.57 | +19.08% | 5 qtrssince 2019-Q2 | Decreased 0 |
AMAZON.COM INC | 4.2M | $11.5B | 2.8% | $95.46 | +40.39% | 5 qtrssince 2019-Q2 | Increased 55 |
TESLA INC | 10.7M | $11.5B | 2.8% | $15.53 | +333.38% | 5 qtrssince 2019-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 41M | $9.3B | 2.3% | $192.63 | +13.74% | 5 qtrssince 2019-Q2 | Increased 55 |
HOME DEPOT INC | 32.2M | $8.1B | 2.0% | $177.65 | +21.35% | 5 qtrssince 2019-Q2 | Decreased 0 |
PFIZER INC | 244.4M | $8B | 1.9% | $27.12 | -16.46% | 5 qtrssince 2019-Q2 | Increased 55 |
JPMORGAN CHASE & CO | 72.8M | $6.9B | 1.7% | $92.30 | -13.56% | 5 qtrssince 2019-Q2 | Decreased 0 |
NETFLIX INC | 13.7M | $6.2B | 1.5% | $37.00 | +20.85% | 5 qtrssince 2019-Q2 | Increased 55 |
LOCKHEED MARTIN CORP | 16.6M | $6.1B | 1.5% | $305.35 | +3.54% | 5 qtrssince 2019-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 16.6M | $6B | 1.5% | $288.20 | +20.02% | 5 qtrssince 2019-Q2 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 83.5M | $5.8B | 1.4% | $56.91 | -5.61% | 5 qtrssince 2019-Q2 | Decreased 0 |
CME GROUP INC | 34.7M | $5.6B | 1.4% | $152.77 | -14.32% | 5 qtrssince 2019-Q2 | Decreased 0 |
SHOPIFY INC - CLASS A | 5.9M | $5.6B | 1.4% | $50.13 | +84.00% | 5 qtrssince 2019-Q2 | Increased 60 |
CSX CORP | 65.5M | $4.6B | 1.1% | $22.91 | -7.38% | 5 qtrssince 2019-Q2 | Increased 54 |
REGENERON PHARMACEUTICALS | 6.9M | $4.3B | 1.0% | $311.68 | +94.91% | 5 qtrssince 2019-Q2 | Decreased 0 |
MASTERCARD INC - A | 14.2M | $4.2B | 1.0% | $254.76 | +11.33% | 5 qtrssince 2019-Q2 | Decreased 0 |
HONEYWELL INTL INC | 26.9M | $3.9B | 0.9% | $135.19 | -10.75% | 5 qtrssince 2019-Q2 | Increased 50 |
COMCAST CORP-CLASS A | 99.1M | $3.9B | 0.9% | $32.74 | -5.22% | 5 qtrssince 2019-Q2 | Increased 46 |
Capital World Investors manages $413.3B across 526 positions as of Q2 2020. Top holdings: MSFT (6.1%), AVGO (3.0%), UNH (2.8%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 49 new positions, 44 exits, 183 increased. Top move: SHOP (INCREASED, conviction 60). Portfolio: $413.3B across 526 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