Capital World Investors
Institutional investor · Portfolio as of Q2 2021
Top Holdings608 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 110.8M | $30B | 5.1% | $127.83 | +104.67% | 9 qtrssince 2019-Q2 | Decreased 0 |
TESLA INC | 37.3M | $25.3B | 4.3% | $114.31 | +98.50% | 9 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 39.4M | $18.8B | 3.2% | $24.55 | +76.85% | 9 qtrssince 2019-Q2 | Increased 59 |
META PLATFORMS INC-CLASS A | 46.1M | $16B | 2.7% | $207.78 | +68.18% | 9 qtrssince 2019-Q2 | Increased 58 |
UNITEDHEALTH GROUP INC | 34.1M | $13.7B | 2.3% | $223.00 | +65.74% | 9 qtrssince 2019-Q2 | Increased 55 |
HOME DEPOT INC | 40.8M | $13B | 2.2% | $196.51 | +45.03% | 9 qtrssince 2019-Q2 | Increased 57 |
AMAZON.COM INC | 3.3M | $11.2B | 1.9% | $98.48 | +75.07% | 9 qtrssince 2019-Q2 | Increased 52 |
JPMORGAN CHASE & CO | 71.5M | $11.1B | 1.9% | $93.37 | +46.24% | 9 qtrssince 2019-Q2 | Decreased 0 |
PFIZER INC | 240.2M | $9.4B | 1.6% | $27.17 | +9.64% | 9 qtrssince 2019-Q2 | Increased 53 |
PAYPAL HOLDINGS INC | 28M | $8.2B | 1.4% | $152.04 | +92.11% | 9 qtrssince 2019-Q2 | Increased 53 |
PHILIP MORRIS INTERNATIONAL | 80.6M | $8B | 1.4% | $57.16 | +37.98% | 9 qtrssince 2019-Q2 | Increased 51 |
THERMO FISHER SCIENTIFIC INC | 14.8M | $7.5B | 1.3% | $295.34 | +70.03% | 9 qtrssince 2019-Q2 | Decreased 0 |
CME GROUP INC | 33.9M | $7.2B | 1.2% | $148.48 | +16.10% | 9 qtrssince 2019-Q2 | Increased 50 |
ALPHABET INC-CL C | 2.8M | $7.1B | 1.2% | $64.28 | +94.60% | 9 qtrssince 2019-Q2 | Increased 53 |
NETFLIX INC | 13.2M | $7B | 1.2% | $37.06 | +43.96% | 9 qtrssince 2019-Q2 | Decreased 0 |
BLACKROCK INC | 7.9M | $6.9B | 1.2% | $442.40 | +77.00% | 9 qtrssince 2019-Q2 | Increased 53 |
COMCAST CORP-CLASS A | 117.9M | $6.7B | 1.1% | $34.60 | +32.85% | 9 qtrssince 2019-Q2 | Increased 53 |
SHOPIFY INC - CLASS A | 4.4M | $6.4B | 1.1% | $50.13 | +195.82% | 9 qtrssince 2019-Q2 | Decreased 0 |
ALTRIA GROUP INC | 127.9M | $6.1B | 1.0% | $28.38 | +15.59% | 9 qtrssince 2019-Q2 | Increased 52 |
CSX CORP | 182.9M | $5.9B | 1.0% | $27.38 | +9.47% | 9 qtrssince 2019-Q2 | Increased 73 |
Capital World Investors manages $588.4B across 608 positions as of Q2 2021. Top holdings: MSFT (5.1%), TSLA (4.3%), AVGO (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 42 new positions, 30 exits, 250 increased. Top move: CSX (INCREASED, conviction 73). Portfolio: $588.4B across 608 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