Capital World Investors
Institutional investor · Portfolio as of Q3 2023
Top Holdings511 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 88.6M | $28B | 5.5% | $134.24 | +131.28% | 18 qtrssince 2019-Q2 | Increased 64 |
BROADCOM INC | 28.3M | $23.5B | 4.7% | $26.57 | +204.28% | 18 qtrssince 2019-Q2 | Increased 59 |
UNITEDHEALTH GROUP INC | 28.9M | $14.5B | 2.9% | $230.77 | +109.23% | 18 qtrssince 2019-Q2 | Decreased 0 |
ELI LILLY & CO | 26.9M | $14.4B | 2.9% | $223.81 | +135.10% | 18 qtrssince 2019-Q2 | Decreased 0 |
HOME DEPOT INC | 38.8M | $11.7B | 2.3% | $197.54 | +44.70% | 18 qtrssince 2019-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 37.1M | $11.1B | 2.2% | $211.19 | +41.17% | 18 qtrssince 2019-Q2 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 117.4M | $10.9B | 2.2% | $66.71 | +25.90% | 18 qtrssince 2019-Q2 | Increased 55 |
TESLA INC | 41.1M | $10.3B | 2.0% | $216.90 | +15.36% | 18 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN NATURAL RESOURCES | 148.6M | $9.6B | 1.9% | $15.37 | +93.29% | 18 qtrssince 2019-Q2 | Decreased 0 |
CATERPILLAR INC | 28.9M | $7.9B | 1.6% | $187.29 | +39.75% | 18 qtrssince 2019-Q2 | Increased 50 |
THERMO FISHER SCIENTIFIC INC | 12.8M | $6.5B | 1.3% | $298.52 | +68.39% | 18 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL C | 49M | $6.5B | 1.3% | $96.40 | +35.75% | 18 qtrssince 2019-Q2 | Decreased 0 |
VERTEX PHARMACEUTICALS INC | 18M | $6.3B | 1.2% | $236.52 | +47.02% | 18 qtrssince 2019-Q2 | Increased 52 |
GILEAD SCIENCES INC | 81.7M | $6.1B | 1.2% | $62.13 | +11.71% | 18 qtrssince 2019-Q2 | Increased 51 |
PFIZER INC | 182.2M | $6B | 1.2% | $29.24 | -6.45% | 18 qtrssince 2019-Q2 | Decreased 0 |
BOOKING HOLDINGS INC | 1.8M | $5.7B | 1.1% | $81.89 | +47.87% | 18 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 37.3M | $5.4B | 1.1% | $102.98 | +33.10% | 18 qtrssince 2019-Q2 | Decreased 0 |
APPLIED MATERIALS INC | 36.8M | $5.1B | 1.0% | $101.85 | +32.92% | 18 qtrssince 2019-Q2 | Increased 50 |
APPLE INC | 28.7M | $4.9B | 1.0% | $125.36 | +34.75% | 18 qtrssince 2019-Q2 | Decreased 0 |
HALLIBURTON CO | 121.1M | $4.9B | 1.0% | $21.56 | +77.91% | 13 qtrssince 2020-Q3 | Increased 48 |
Capital World Investors manages $504.8B across 511 positions as of Q3 2023. Top holdings: MSFT (5.5%), AVGO (4.7%), UNH (2.9%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 33 new positions, 23 exits, 213 increased. Top move: MSFT (INCREASED, conviction 64). Portfolio: $504.8B across 511 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