Capital World Investors
Institutional investor · Portfolio as of Q3 2021
Top Holdings611 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 110.4M | $31.1B | 5.3% | $127.83 | +114.58% | 10 qtrssince 2019-Q2 | Decreased 0 |
TESLA INC | 37.4M | $29B | 5.0% | $114.88 | +126.71% | 10 qtrssince 2019-Q2 | Increased 59 |
BROADCOM INC | 38.6M | $18.7B | 3.2% | $24.55 | +81.16% | 10 qtrssince 2019-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 46.3M | $15.7B | 2.7% | $208.27 | +61.93% | 10 qtrssince 2019-Q2 | Increased 55 |
HOME DEPOT INC | 40.8M | $13.4B | 2.3% | $196.60 | +54.25% | 10 qtrssince 2019-Q2 | Increased 55 |
UNITEDHEALTH GROUP INC | 34.3M | $13.4B | 2.3% | $223.66 | +66.79% | 10 qtrssince 2019-Q2 | Increased 55 |
JPMORGAN CHASE & CO | 74.3M | $12.2B | 2.1% | $95.40 | +54.98% | 10 qtrssince 2019-Q2 | Increased 57 |
PFIZER INC | 241.4M | $10.4B | 1.8% | $27.20 | +21.38% | 10 qtrssince 2019-Q2 | Increased 50 |
AMAZON.COM INC | 3.1M | $10.3B | 1.8% | $98.48 | +67.61% | 10 qtrssince 2019-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 14.9M | $8.5B | 1.5% | $297.48 | +92.61% | 10 qtrssince 2019-Q2 | Increased 51 |
ALPHABET INC-CL C | 3M | $8.1B | 1.4% | $68.50 | +94.92% | 10 qtrssince 2019-Q2 | Increased 54 |
NETFLIX INC | 13.2M | $8.1B | 1.4% | $37.12 | +61.38% | 10 qtrssince 2019-Q2 | Increased 50 |
PHILIP MORRIS INTERNATIONAL | 82.8M | $7.8B | 1.3% | $57.78 | +40.37% | 10 qtrssince 2019-Q2 | Increased 52 |
PAYPAL HOLDINGS INC | 27.6M | $7.2B | 1.2% | $152.04 | +69.96% | 10 qtrssince 2019-Q2 | Decreased 0 |
CME GROUP INC | 33.6M | $6.5B | 1.1% | $148.48 | +6.06% | 10 qtrssince 2019-Q2 | Decreased 0 |
BLACKROCK INC | 7.7M | $6.5B | 1.1% | $442.40 | +74.32% | 10 qtrssince 2019-Q2 | Decreased 0 |
COMCAST CORP-CLASS A | 115.1M | $6.4B | 1.1% | $33.67 | +32.27% | 10 qtrssince 2019-Q2 | Decreased 0 |
SHOPIFY INC - CLASS A | 4.4M | $6B | 1.0% | $50.26 | +167.90% | 10 qtrssince 2019-Q2 | Increased 50 |
SEA LTD-ADR | 18.1M | $5.8B | 1.0% | $59.19 | +426.72% | 8 qtrssince 2019-Q4 | Decreased 0 |
ALTRIA GROUP INC | 126.1M | $5.7B | 1.0% | $28.38 | +22.64% | 10 qtrssince 2019-Q2 | Decreased 0 |
Capital World Investors manages $585.9B across 611 positions as of Q3 2021. Top holdings: MSFT (5.3%), TSLA (5.0%), AVGO (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 32 new positions, 28 exits, 252 increased. Top move: TSLA (INCREASED, conviction 59). Portfolio: $585.9B across 611 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