Capital World Investors
Institutional investor · Portfolio as of Q3 2022
Top Holdings549 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 90.2M | $23.9B | 5.4% | $216.90 | +23.65% | 14 qtrssince 2019-Q2 | Increased 100 |
MICROSOFT CORP | 97.5M | $22.7B | 5.1% | $127.83 | +80.95% | 14 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 33.2M | $16.8B | 3.8% | $230.77 | +108.09% | 14 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 31.6M | $14B | 3.2% | $24.62 | +73.33% | 14 qtrssince 2019-Q2 | Decreased 0 |
HOME DEPOT INC | 40.1M | $11.1B | 2.5% | $196.92 | +30.17% | 14 qtrssince 2019-Q2 | Decreased 0 |
PFIZER INC | 248.9M | $10.9B | 2.4% | $28.89 | +20.04% | 14 qtrssince 2019-Q2 | Decreased 0 |
ELI LILLY & CO | 29M | $9.4B | 2.1% | $223.81 | +40.01% | 14 qtrssince 2019-Q2 | Increased 55 |
PHILIP MORRIS INTERNATIONAL | 84.9M | $7B | 1.6% | $59.00 | +25.52% | 14 qtrssince 2019-Q2 | Increased 51 |
THERMO FISHER SCIENTIFIC INC | 13.5M | $6.8B | 1.5% | $297.48 | +72.03% | 14 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN NATURAL RESOURCES | 140M | $6.5B | 1.5% | $14.66 | +39.79% | 14 qtrssince 2019-Q2 | Increased 50 |
CVS HEALTH CORPORATION | 60.9M | $5.8B | 1.3% | $63.61 | +29.85% | 13 qtrssince 2019-Q3 | Increased 52 |
ALPHABET INC-CL C | 59.6M | $5.7B | 1.3% | $95.98 | +1.43% | 14 qtrssince 2019-Q2 | Increased 81 |
CME GROUP INC | 31.2M | $5.5B | 1.2% | $152.85 | +1.23% | 14 qtrssince 2019-Q2 | Decreased 0 |
LOCKHEED MARTIN CORP | 12.4M | $4.8B | 1.1% | $322.12 | +10.83% | 14 qtrssince 2019-Q2 | Decreased 0 |
CATERPILLAR INC | 29.1M | $4.8B | 1.1% | $186.86 | -17.63% | 14 qtrssince 2019-Q2 | Increased 54 |
META PLATFORMS INC-CLASS A | 32.4M | $4.4B | 1.0% | $208.27 | -34.96% | 14 qtrssince 2019-Q2 | Decreased 0 |
REGENERON PHARMACEUTICALS | 6.2M | $4.3B | 1.0% | $369.25 | +86.32% | 14 qtrssince 2019-Q2 | Decreased 0 |
PIONEER NATURAL RESOURCE | 19.1M | $4.1B | 0.9% | — | — | 14 qtrssince 2019-Q2 | Increased 49 |
APPLE INC | 29.8M | $4.1B | 0.9% | $110.39 | +22.79% | 14 qtrssince 2019-Q2 | Increased 45 |
JPMORGAN CHASE & CO | 39M | $4.1B | 0.9% | $95.40 | +1.97% | 14 qtrssince 2019-Q2 | Decreased 0 |
Capital World Investors manages $445.4B across 549 positions as of Q3 2022. Top holdings: TSLA (5.4%), MSFT (5.1%), UNH (3.8%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 24 new positions, 38 exits, 185 increased. Top move: TSLA (INCREASED, conviction 100). Portfolio: $445.4B across 549 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