Capital World Investors
Institutional investor · Portfolio as of Q3 2019
Top Holdings534 positions
Microsoft Corp. | 180.5M | $25.1B | 6.0% | $125.54 | +4.13% | 2 qtrssince 2019-Q2 | Decreased 0 |
Home Depot Inc. | 58.2M | $13.5B | 3.3% | $173.88 | +12.25% | 2 qtrssince 2019-Q2 | Decreased 0 |
Broadcom Inc | 43.6M | $12B | 2.9% | $24.16 | -3.21% | 2 qtrssince 2019-Q2 | Decreased 0 |
UnitedHealth Group Inc. | 44.7M | $9.7B | 2.3% | $215.14 | -10.52% | 2 qtrssince 2019-Q2 | Decreased 0 |
JPMorgan Chase & Co. | 81.3M | $9.6B | 2.3% | $92.25 | +5.77% | 2 qtrssince 2019-Q2 | Increased 57 |
BOEING CO | 22.8M | $8.7B | 2.1% | $363.18 | +3.54% | 2 qtrssince 2019-Q2 | Increased 74 |
Meta Platforms Inc | 44.3M | $7.9B | 1.9% | $191.17 | -7.73% | 2 qtrssince 2019-Q2 | Decreased 0 |
CME Group Inc. | 35.6M | $7.5B | 1.8% | $148.37 | +9.12% | 2 qtrssince 2019-Q2 | Increased 51 |
BERKSHIRE HATHAWAY INC DEL | 23,464 | $7.3B | 1.8% | $318,342.35 | -2.17% | 2 qtrssince 2019-Q2 | Increased 50 |
Amazon.com, Inc. | 3.9M | $6.8B | 1.6% | $94.54 | -8.19% | 2 qtrssince 2019-Q2 | Increased 51 |
Merck & Co., Inc | 80.5M | $6.8B | 1.6% | $65.28 | -0.46% | 2 qtrssince 2019-Q2 | Decreased 0 |
LOCKHEED MARTIN CORP | 16.9M | $6.6B | 1.6% | $299.87 | +7.91% | 2 qtrssince 2019-Q2 | Decreased 0 |
PFIZER INC | 166.5M | $6B | 1.4% | $28.74 | -15.91% | 2 qtrssince 2019-Q2 | Increased 52 |
MasterCard Incorporated | 21.2M | $5.8B | 1.4% | $253.90 | +2.79% | 2 qtrssince 2019-Q2 | Decreased 0 |
Visa Inc | 26.7M | $4.6B | 1.1% | $164.84 | -0.74% | 2 qtrssince 2019-Q2 | Decreased 0 |
Thermo Fisher Scientific Inc | 15.6M | $4.6B | 1.1% | $288.00 | -0.76% | 2 qtrssince 2019-Q2 | Increased 50 |
Philip Morris International Inc. | 58.4M | $4.4B | 1.1% | $54.67 | -1.64% | 2 qtrssince 2019-Q2 | Increased 53 |
Boston Scientific Corporation | 107.8M | $4.4B | 1.1% | $42.83 | -5.00% | 2 qtrssince 2019-Q2 | Increased 54 |
Alphabet Inc. | 3.5M | $4.2B | 1.0% | $53.54 | +12.78% | 2 qtrssince 2019-Q2 | Decreased 0 |
GENERAL MTRS CO | 105.9M | $4B | 1.0% | $35.98 | -1.92% | 2 qtrssince 2019-Q2 | Decreased 0 |
Capital World Investors manages $415.2B across 534 positions as of Q3 2019. Top holdings: MSFT (6.0%), HD (3.3%), AVGO (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 41 new positions, 43 exits, 181 increased. Top move: BA (INCREASED, conviction 74). Portfolio: $415.2B across 534 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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