Capital World Investors
Institutional investor · Portfolio as of Q4 2019
Top Holdings515 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 180.6M | $28.5B | 6.4% | $126.35 | +18.42% | 3 qtrssince 2019-Q2 | Increased 62 |
UNITEDHEALTH GROUP INC | 47.9M | $14.1B | 3.1% | $222.55 | +19.73% | 3 qtrssince 2019-Q2 | Increased 63 |
BROADCOM INC | 43.6M | $13.8B | 3.1% | $24.20 | +11.91% | 3 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 82.8M | $11.5B | 2.6% | $93.58 | +24.99% | 3 qtrssince 2019-Q2 | Increased 56 |
META PLATFORMS INC-CLASS A | 46.7M | $9.6B | 2.1% | $192.24 | +5.59% | 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 | 39.4M | $8.6B | 1.9% | $177.65 | +5.80% | 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% | $94.52 | -2.31% | 3 qtrssince 2019-Q2 | Decreased 0 |
LOCKHEED MARTIN CORP | 17M | $6.6B | 1.5% | $305.46 | +9.03% | 3 qtrssince 2019-Q2 | Increased 50 |
PHILIP MORRIS INTERNATIONAL | 73.4M | $6.2B | 1.4% | $57.51 | +9.79% | 3 qtrssince 2019-Q2 | Increased 62 |
MASTERCARD INC - A | 20.7M | $6.2B | 1.4% | $254.76 | +12.82% | 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% | $288.80 | +10.82% | 3 qtrssince 2019-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 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 | -10.74% | 3 qtrssince 2019-Q2 | Increased 57 |
TESLA INC | 10.7M | $4.5B | 1.0% | $15.49 | +78.46% | 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 Rating: 4/5.0.
Active quarter - 35 new positions, 54 exits, 232 increased. Top move: UNH (INCREASED, conviction 63). Portfolio: $447.4B across 515 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