Capital World Investors
Institutional investor · Portfolio as of Q4 2020
Top Holdings565 positions
Tesla Inc | 46.2M | $32.6B | 6.3% | $15.53 | +1414.26% | 7 qtrssince 2019-Q2 | Decreased 0 |
Microsoft Corp. | 110.4M | $24.6B | 4.7% | $125.56 | +68.91% | 7 qtrssince 2019-Q2 | Decreased 0 |
Broadcom Inc | 38.9M | $17B | 3.3% | $24.27 | +61.37% | 7 qtrssince 2019-Q2 | Decreased 0 |
UnitedHealth Group Inc. | 35.2M | $12.3B | 2.4% | $218.26 | +45.23% | 7 qtrssince 2019-Q2 | Decreased 0 |
Meta Platforms Inc | 40.5M | $11.1B | 2.1% | $192.27 | +40.72% | 7 qtrssince 2019-Q2 | Decreased 0 |
JPMorgan Chase & Co. | 80.8M | $10.3B | 2.0% | $92.38 | +19.12% | 7 qtrssince 2019-Q2 | Increased 54 |
Amazon.com, Inc. | 3.1M | $10.2B | 2.0% | $95.46 | +70.60% | 7 qtrssince 2019-Q2 | Decreased 0 |
PFIZER INC | 266.6M | $9.8B | 1.9% | $27.05 | +1.39% | 7 qtrssince 2019-Q2 | Increased 52 |
Home Depot Inc. | 33.8M | $9B | 1.7% | $176.66 | +30.29% | 7 qtrssince 2019-Q2 | Increased 53 |
Thermo Fisher Scientific Inc | 16M | $7.4B | 1.4% | $287.31 | +59.56% | 7 qtrssince 2019-Q2 | Decreased 0 |
Netflix, Inc. | 13.7M | $7.4B | 1.4% | $37.14 | +45.58% | 7 qtrssince 2019-Q2 | Increased 50 |
Philip Morris International Inc. | 82.3M | $6.8B | 1.3% | $55.47 | +14.21% | 7 qtrssince 2019-Q2 | Decreased 0 |
Shopify Inc | 5.7M | $6.5B | 1.2% | $50.21 | +125.43% | 7 qtrssince 2019-Q2 | Decreased 0 |
CSX CORP | 70M | $6.4B | 1.2% | $22.92 | +22.29% | 7 qtrssince 2019-Q2 | Increased 52 |
HONEYWELL INTL INC | 29.1M | $6.2B | 1.2% | $136.34 | +31.69% | 7 qtrssince 2019-Q2 | Increased 51 |
CME Group Inc. | 33.8M | $6.2B | 1.2% | $148.42 | -1.40% | 7 qtrssince 2019-Q2 | Decreased 0 |
LOCKHEED MARTIN CORP | 16.2M | $5.7B | 1.1% | $300.08 | +1.28% | 7 qtrssince 2019-Q2 | Decreased 0 |
PAYPAL HLDGS INC | 22.9M | $5.4B | 1.0% | $130.00 | +77.67% | 7 qtrssince 2019-Q2 | Increased 58 |
BLACKROCK INC | 7.4M | $5.3B | 1.0% | $422.79 | +48.73% | 7 qtrssince 2019-Q2 | Increased 54 |
COMCAST CORP NEW | 101.4M | $5.3B | 1.0% | $31.57 | +28.41% | 7 qtrssince 2019-Q2 | Increased 51 |
Capital World Investors manages $518.9B across 565 positions as of Q4 2020. Top holdings: TSLA (6.3%), MSFT (4.7%), AVGO (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 44 new positions, 36 exits, 231 increased. Top move: PYPL (INCREASED, conviction 58). Portfolio: $518.9B across 565 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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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