Capital World Investors
Institutional investor · Portfolio as of Q3 2020
Top Holdings557 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 111.9M | $23.5B | 5.1% | $126.35 | +56.98% | 6 qtrssince 2019-Q2 | Decreased 0 |
TESLA INC | 52.2M | $22.4B | 4.9% | $114.31 | +22.20% | 6 qtrssince 2019-Q2 | Increased 94 |
BROADCOM INC | 39.3M | $14.3B | 3.1% | $24.32 | +33.14% | 6 qtrssince 2019-Q2 | Increased 59 |
UNITEDHEALTH GROUP INC | 37.6M | $11.7B | 2.6% | $222.57 | +25.51% | 6 qtrssince 2019-Q2 | Decreased 0 |
AMAZON.COM INC | 3.5M | $10.9B | 2.4% | $95.46 | +64.71% | 6 qtrssince 2019-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 40.9M | $10.7B | 2.3% | $192.63 | +34.96% | 6 qtrssince 2019-Q2 | Decreased 0 |
PFIZER INC | 259.2M | $9.5B | 2.1% | $27.04 | -5.03% | 6 qtrssince 2019-Q2 | Increased 58 |
HOME DEPOT INC | 32.4M | $9B | 2.0% | $178.05 | +34.57% | 6 qtrssince 2019-Q2 | Increased 50 |
JPMORGAN CHASE & CO | 74.8M | $7.2B | 1.6% | $92.05 | -10.27% | 6 qtrssince 2019-Q2 | Increased 52 |
THERMO FISHER SCIENTIFIC INC | 16M | $7.1B | 1.5% | $288.20 | +48.67% | 6 qtrssince 2019-Q2 | Decreased 0 |
NETFLIX INC | 13.6M | $6.8B | 1.5% | $37.00 | +33.36% | 6 qtrssince 2019-Q2 | Decreased 0 |
LOCKHEED MARTIN CORP | 16.8M | $6.4B | 1.4% | $305.69 | +10.07% | 6 qtrssince 2019-Q2 | Increased 51 |
PHILIP MORRIS INTERNATIONAL | 83.3M | $6.2B | 1.4% | $56.91 | +1.09% | 6 qtrssince 2019-Q2 | Decreased 0 |
SHOPIFY INC - CLASS A | 5.8M | $6B | 1.3% | $50.13 | +104.60% | 6 qtrssince 2019-Q2 | Decreased 0 |
CME GROUP INC | 34.7M | $5.8B | 1.3% | $148.42 | -11.05% | 6 qtrssince 2019-Q2 | Decreased 0 |
CSX CORP | 68M | $5.3B | 1.2% | $22.83 | +5.06% | 6 qtrssince 2019-Q2 | Increased 52 |
MASTERCARD INC - A | 14.4M | $4.9B | 1.1% | $255.61 | +27.53% | 6 qtrssince 2019-Q2 | Increased 51 |
HONEYWELL INTL INC | 28.5M | $4.7B | 1.0% | $135.42 | +2.91% | 6 qtrssince 2019-Q2 | Increased 53 |
COMCAST CORP-CLASS A | 99.7M | $4.6B | 1.0% | $32.76 | +13.03% | 6 qtrssince 2019-Q2 | Increased 50 |
ALTRIA GROUP INC | 105.6M | $4.1B | 0.9% | $27.56 | -7.61% | 6 qtrssince 2019-Q2 | Increased 49 |
Capital World Investors manages $456.9B across 557 positions as of Q3 2020. Top holdings: MSFT (5.1%), TSLA (4.9%), AVGO (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 53 new positions, 23 exits, 216 increased. Top move: TSLA (INCREASED, conviction 94). Portfolio: $456.9B across 557 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