Capital World Investors
Institutional investor · Portfolio as of Q3 2020
Top Holdings557 positions
Microsoft Corp | 111.9M | $23.5B | 5.1% | $125.56 | +59.31% | 6 qtrssince 2019-Q2 | Decreased 0 |
Tesla Inc | 52.2M | $22.4B | 4.9% | $15.53 | +820.59% | 6 qtrssince 2019-Q2 | Increased 94 |
Broadcom Inc | 39.3M | $14.3B | 3.1% | $24.27 | +33.14% | 6 qtrssince 2019-Q2 | Increased 59 |
UnitedHealth Group Inc | 37.6M | $11.7B | 2.6% | $218.26 | +28.65% | 6 qtrssince 2019-Q2 | Decreased 0 |
Amazon.com Inc | 3.5M | $10.9B | 2.4% | $95.46 | +64.93% | 6 qtrssince 2019-Q2 | Decreased 0 |
Facebook Inc | 40.9M | $10.7B | 2.3% | $192.27 | +34.92% | 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/The | 32.4M | $9B | 2.0% | $174.30 | +37.31% | 6 qtrssince 2019-Q2 | Increased 50 |
JPMorgan Chase & Co | 74.8M | $7.2B | 1.6% | $90.95 | -9.18% | 6 qtrssince 2019-Q2 | Increased 52 |
Thermo Fisher Scientific Inc | 16M | $7.1B | 1.5% | $287.31 | +51.18% | 6 qtrssince 2019-Q2 | Decreased 0 |
Netflix Inc | 13.6M | $6.8B | 1.5% | $37.08 | +34.85% | 6 qtrssince 2019-Q2 | Decreased 0 |
Lockheed Martin Corp | 16.8M | $6.4B | 1.4% | $300.08 | +8.59% | 6 qtrssince 2019-Q2 | Increased 51 |
Philip Morris International In | 83.3M | $6.2B | 1.4% | $55.47 | +1.98% | 6 qtrssince 2019-Q2 | Decreased 0 |
Shopify Inc | 5.8M | $6B | 1.3% | $50.21 | +103.73% | 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% | $22.77 | +5.06% | 6 qtrssince 2019-Q2 | Increased 52 |
Mastercard Inc | 14.4M | $4.9B | 1.1% | $254.77 | +28.25% | 6 qtrssince 2019-Q2 | Increased 51 |
Honeywell International Inc | 28.5M | $4.7B | 1.0% | $135.42 | +2.91% | 6 qtrssince 2019-Q2 | Increased 53 |
Comcast Corp | 99.7M | $4.6B | 1.0% | $31.41 | +13.36% | 6 qtrssince 2019-Q2 | Increased 50 |
Altria Group Inc | 105.6M | $4.1B | 0.9% | $26.36 | -7.21% | 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 Score: 2.5/5.0.
Active quarter - 54 new positions, 23 exits, 216 increased. Top move: TSLA (INCREASED, conviction 94). Portfolio: $456.9B across 557 positions.
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Portfolio allocation by GICS sector
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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
Verify source filings on SEC EDGAR