Capital World Investors
Institutional investor · Portfolio as of Q3 2019
Top Holdings534 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 180.5M | $25.1B | 6.0% | $126.34 | +3.16% | 2 qtrssince 2019-Q2 | Decreased 0 |
HOME DEPOT INC | 58.2M | $13.5B | 3.3% | $177.65 | +11.20% | 2 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 43.6M | $12B | 2.9% | $24.29 | -3.87% | 2 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 44.7M | $9.7B | 2.3% | $219.39 | -11.37% | 2 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 81.3M | $9.6B | 2.3% | $93.14 | +5.79% | 2 qtrssince 2019-Q2 | Increased 57 |
BOEING CO/THE | 22.8M | $8.7B | 2.1% | $363.90 | +3.98% | 2 qtrssince 2019-Q2 | Increased 74 |
META PLATFORMS INC-CLASS A | 44.3M | $7.9B | 1.9% | $191.66 | -8.24% | 2 qtrssince 2019-Q2 | Decreased 0 |
CME GROUP INC | 35.6M | $7.5B | 1.8% | $152.73 | +10.42% | 2 qtrssince 2019-Q2 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL A | 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% | $94.52 | -8.73% | 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% | $305.30 | +7.31% | 2 qtrssince 2019-Q2 | Decreased 0 |
PFIZER INC | 166.5M | $6B | 1.4% | $28.74 | -15.91% | 2 qtrssince 2019-Q2 | Increased 52 |
MASTERCARD INC - A | 21.2M | $5.8B | 1.4% | $254.76 | +1.86% | 2 qtrssince 2019-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 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% | $288.80 | -2.08% | 2 qtrssince 2019-Q2 | Increased 50 |
PHILIP MORRIS INTERNATIONAL | 58.4M | $4.4B | 1.1% | $56.07 | -2.62% | 2 qtrssince 2019-Q2 | Increased 53 |
BOSTON SCIENTIFIC CORP | 107.8M | $4.4B | 1.1% | $42.81 | -5.84% | 2 qtrssince 2019-Q2 | Increased 54 |
ALPHABET INC-CL C | 3.5M | $4.2B | 1.0% | $53.64 | +13.35% | 2 qtrssince 2019-Q2 | Decreased 0 |
GENERAL MOTORS 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: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 41 new positions, 42 exits, 179 increased. Top move: BA (INCREASED, conviction 74). Portfolio: $415.2B across 534 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
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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