Capital World Investors
Institutional investor · Portfolio as of Q2 2022
Top Holdings563 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 98.8M | $25.4B | 5.4% | $127.83 | +97.87% | 13 qtrssince 2019-Q2 | Decreased 0 |
TESLA INC | 30.2M | $20.3B | 4.3% | $114.88 | +98.89% | 13 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 34.1M | $17.5B | 3.7% | $230.77 | +110.24% | 13 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 31.6M | $15.4B | 3.3% | $24.62 | +87.26% | 13 qtrssince 2019-Q2 | Decreased 0 |
PFIZER INC | 250.1M | $13.1B | 2.8% | $28.89 | +42.72% | 13 qtrssince 2019-Q2 | Increased 62 |
HOME DEPOT INC | 40.4M | $11.1B | 2.4% | $196.92 | +27.26% | 13 qtrssince 2019-Q2 | Increased 55 |
ELI LILLY & CO | 28.7M | $9.3B | 2.0% | $222.93 | +40.49% | 13 qtrssince 2019-Q2 | Increased 63 |
PHILIP MORRIS INTERNATIONAL | 83.1M | $8.2B | 1.7% | $58.67 | +43.99% | 13 qtrssince 2019-Q2 | Increased 52 |
THERMO FISHER SCIENTIFIC INC | 14M | $7.6B | 1.6% | $297.48 | +78.37% | 13 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN NATURAL RESOURCES | 139.9M | $7.5B | 1.6% | $14.65 | +54.33% | 13 qtrssince 2019-Q2 | Increased 56 |
ALPHABET INC-CL C | 3.2M | $6.9B | 1.5% | $71.40 | +56.05% | 13 qtrssince 2019-Q2 | Increased 50 |
CME GROUP INC | 33.1M | $6.8B | 1.4% | $152.85 | +16.22% | 13 qtrssince 2019-Q2 | Increased 50 |
META PLATFORMS INC-CLASS A | 38.4M | $6.2B | 1.3% | $208.27 | -21.83% | 13 qtrssince 2019-Q2 | Decreased 0 |
LOCKHEED MARTIN CORP | 13.6M | $5.8B | 1.2% | $322.12 | +18.32% | 13 qtrssince 2019-Q2 | Decreased 0 |
CVS HEALTH CORPORATION | 58.8M | $5.5B | 1.2% | $62.95 | +26.75% | 12 qtrssince 2019-Q3 | Increased 50 |
CATERPILLAR INC | 27.1M | $4.8B | 1.0% | $189.22 | -11.99% | 13 qtrssince 2019-Q2 | Increased 65 |
ALPHABET INC-CL A | 2M | $4.5B | 0.9% | $63.46 | +74.69% | 13 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 39.3M | $4.4B | 0.9% | $95.40 | +9.78% | 13 qtrssince 2019-Q2 | Decreased 0 |
APPLE INC | 29.6M | $4B | 0.9% | $110.25 | +21.47% | 13 qtrssince 2019-Q2 | Increased 52 |
CENTENE CORP | 47.5M | $4B | 0.9% | $61.98 | +37.05% | 13 qtrssince 2019-Q2 | Decreased 0 |
Capital World Investors manages $470.7B across 563 positions as of Q2 2022. Top holdings: MSFT (5.4%), TSLA (4.3%), UNH (3.7%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 31 new positions, 47 exits, 190 increased. Top move: CAT (INCREASED, conviction 65). Portfolio: $470.7B across 563 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