Capital World Investors
Institutional investor · Portfolio as of Q4 2019
Top Holdings515 positions
Microsoft Corp | 180.6M | $28.5B | 6.4% | $125.56 | +18.50% | 3 qtrssince 2019-Q2 | Increased 62 |
UnitedHealth Group Inc | 47.9M | $14.1B | 3.1% | $218.24 | +19.78% | 3 qtrssince 2019-Q2 | Increased 63 |
Broadcom Inc | 43.6M | $13.8B | 3.1% | $24.16 | +11.91% | 3 qtrssince 2019-Q2 | Decreased 0 |
JPMorgan Chase & Co | 82.8M | $11.5B | 2.6% | $92.69 | +25.67% | 3 qtrssince 2019-Q2 | Increased 56 |
Facebook Inc | 46.7M | $9.6B | 2.1% | $191.79 | +6.00% | 3 qtrssince 2019-Q2 | Increased 58 |
Boeing Co/The | 26.6M | $8.7B | 1.9% | $357.55 | -9.43% | 3 qtrssince 2019-Q2 | Increased 58 |
Home Depot Inc/The | 39.4M | $8.6B | 1.9% | $173.88 | +6.32% | 3 qtrssince 2019-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC CL A | 24,359 | $8.3B | 1.8% | $319,092.17 | +6.16% | 3 qtrssince 2019-Q2 | Increased 52 |
Pfizer Inc | 188.7M | $7.4B | 1.7% | $28.49 | -6.61% | 3 qtrssince 2019-Q2 | Increased 57 |
CME Group Inc | 35.8M | $7.2B | 1.6% | $148.42 | +5.28% | 3 qtrssince 2019-Q2 | Increased 50 |
Amazon.com Inc | 3.7M | $6.8B | 1.5% | $94.54 | -2.27% | 3 qtrssince 2019-Q2 | Decreased 0 |
Lockheed Martin Corp | 17M | $6.6B | 1.5% | $300.01 | +8.33% | 3 qtrssince 2019-Q2 | Increased 50 |
Philip Morris International In | 73.4M | $6.2B | 1.4% | $55.98 | +9.14% | 3 qtrssince 2019-Q2 | Increased 62 |
Mastercard Inc | 20.7M | $6.2B | 1.4% | $253.90 | +13.15% | 3 qtrssince 2019-Q2 | Decreased 0 |
Merck & Co Inc | 61.8M | $5.6B | 1.3% | $65.28 | +10.03% | 3 qtrssince 2019-Q2 | Decreased 0 |
Thermo Fisher Scientific Inc | 15.6M | $5.1B | 1.1% | $288.00 | +10.76% | 3 qtrssince 2019-Q2 | Decreased 0 |
Visa Inc | 25.9M | $4.9B | 1.1% | $164.84 | +8.61% | 3 qtrssince 2019-Q2 | Decreased 0 |
Boston Scientific Corp | 107.7M | $4.9B | 1.1% | $42.83 | +5.57% | 3 qtrssince 2019-Q2 | Decreased 0 |
Netflix Inc | 14.5M | $4.7B | 1.0% | $36.22 | -10.67% | 3 qtrssince 2019-Q2 | Increased 57 |
Tesla Inc | 10.7M | $4.5B | 1.0% | $15.50 | +79.95% | 3 qtrssince 2019-Q2 | Increased 53 |
Capital World Investors manages $447.4B across 515 positions as of Q4 2019. Top holdings: MSFT (6.4%), UNH (3.1%), AVGO (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 36 new positions, 55 exits, 233 increased. Top move: UNH (INCREASED, conviction 63). Portfolio: $447.4B across 515 positions.
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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
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