Capital World Investors
Institutional investor · Portfolio as of Q2 2023
Top Holdings502 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 85.5M | $29.1B | 5.6% | $127.83 | +157.19% | 17 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 27.8M | $24.1B | 4.6% | $25.54 | +227.57% | 17 qtrssince 2019-Q2 | Increased 59 |
UNITEDHEALTH GROUP INC | 29.2M | $14B | 2.7% | $230.77 | +96.94% | 17 qtrssince 2019-Q2 | Decreased 0 |
ELI LILLY & CO | 26.9M | $12.6B | 2.4% | $223.81 | +104.83% | 17 qtrssince 2019-Q2 | Decreased 0 |
HOME DEPOT INC | 39.1M | $12.2B | 2.3% | $197.54 | +46.48% | 17 qtrssince 2019-Q2 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 116.2M | $11.3B | 2.2% | $66.52 | +31.38% | 17 qtrssince 2019-Q2 | Increased 57 |
TESLA INC | 42.3M | $11.1B | 2.1% | $216.90 | +18.72% | 17 qtrssince 2019-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 37.1M | $10.7B | 2.1% | $211.19 | +32.38% | 17 qtrssince 2019-Q2 | Increased 57 |
CANADIAN NATURAL RESOURCES | 148.9M | $8.4B | 1.6% | $15.37 | +64.66% | 17 qtrssince 2019-Q2 | Decreased 0 |
PFIZER INC | 199M | $7.3B | 1.4% | $29.24 | +2.31% | 17 qtrssince 2019-Q2 | Decreased 0 |
APPLE INC | 37.4M | $7.3B | 1.4% | $125.36 | +52.46% | 17 qtrssince 2019-Q2 | Increased 58 |
CATERPILLAR INC | 28.8M | $7.1B | 1.4% | $186.95 | +25.56% | 17 qtrssince 2019-Q2 | Increased 50 |
THERMO FISHER SCIENTIFIC INC | 12.9M | $6.7B | 1.3% | $298.52 | +71.00% | 17 qtrssince 2019-Q2 | Decreased 0 |
GILEAD SCIENCES INC | 80.9M | $6.2B | 1.2% | $62.06 | +12.34% | 17 qtrssince 2019-Q2 | Increased 53 |
VERTEX PHARMACEUTICALS INC | 17.3M | $6.1B | 1.2% | $232.41 | +49.81% | 17 qtrssince 2019-Q2 | Increased 54 |
ALPHABET INC-CL C | 49.5M | $6B | 1.2% | $96.40 | +23.56% | 17 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 38.4M | $5.6B | 1.1% | $102.98 | +30.74% | 17 qtrssince 2019-Q2 | Decreased 0 |
APPLIED MATERIALS INC | 36.7M | $5.3B | 1.0% | $101.80 | +38.54% | 17 qtrssince 2019-Q2 | Increased 56 |
NETFLIX INC | 11.4M | $5B | 1.0% | $31.71 | +35.03% | 17 qtrssince 2019-Q2 | Increased 46 |
BOOKING HOLDINGS INC | 1.8M | $5B | 1.0% | $81.69 | +29.47% | 17 qtrssince 2019-Q2 | Decreased 0 |
Capital World Investors manages $519.9B across 502 positions as of Q2 2023. Top holdings: MSFT (5.6%), AVGO (4.6%), UNH (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 34 new positions, 44 exits, 188 increased. Top move: AVGO (INCREASED, conviction 59). Portfolio: $519.9B across 502 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