Capital World Investors
Institutional investor · Portfolio as of Q4 2020
Top Holdings565 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 46.2M | $32.6B | 6.3% | $114.31 | +102.59% | 7 qtrssince 2019-Q2 | Decreased 0 |
MICROSOFT CORP | 110.4M | $24.6B | 4.7% | $126.35 | +68.34% | 7 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 38.9M | $17B | 3.3% | $24.40 | +60.35% | 7 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 35.2M | $12.3B | 2.4% | $222.57 | +42.87% | 7 qtrssince 2019-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 40.5M | $11.1B | 2.1% | $192.63 | +40.15% | 7 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 80.8M | $10.3B | 2.0% | $93.37 | +17.39% | 7 qtrssince 2019-Q2 | Increased 54 |
AMAZON.COM INC | 3.1M | $10.2B | 2.0% | $95.46 | +72.10% | 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% | $180.45 | +30.14% | 7 qtrssince 2019-Q2 | Increased 53 |
THERMO FISHER SCIENTIFIC INC | 16M | $7.4B | 1.4% | $288.20 | +58.12% | 7 qtrssince 2019-Q2 | Decreased 0 |
NETFLIX INC | 13.7M | $7.4B | 1.4% | $37.06 | +41.56% | 7 qtrssince 2019-Q2 | Increased 50 |
PHILIP MORRIS INTERNATIONAL | 82.3M | $6.8B | 1.3% | $56.91 | +12.40% | 7 qtrssince 2019-Q2 | Decreased 0 |
SHOPIFY INC - CLASS A | 5.7M | $6.5B | 1.2% | $50.13 | +131.99% | 7 qtrssince 2019-Q2 | Decreased 0 |
CSX CORP | 70M | $6.4B | 1.2% | $23.10 | +21.84% | 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% | $152.77 | -3.61% | 7 qtrssince 2019-Q2 | Decreased 0 |
LOCKHEED MARTIN CORP | 16.2M | $5.7B | 1.1% | $305.69 | +0.98% | 7 qtrssince 2019-Q2 | Decreased 0 |
PAYPAL HOLDINGS 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-CLASS A | 101.4M | $5.3B | 1.0% | $32.91 | +25.38% | 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: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 43 new positions, 33 exits, 230 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
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