Capital World Investors
Institutional investor · Portfolio as of Q4 2021
Top Holdings610 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 36.7M | $38.7B | 6.1% | $114.88 | +210.57% | 11 qtrssince 2019-Q2 | Decreased 0 |
MICROSOFT CORP | 107.7M | $36.2B | 5.7% | $127.83 | +156.85% | 11 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 38M | $25.3B | 4.0% | $24.55 | +150.18% | 11 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 33.9M | $17B | 2.7% | $223.66 | +110.81% | 11 qtrssince 2019-Q2 | Decreased 0 |
HOME DEPOT INC | 40.5M | $16.8B | 2.7% | $196.60 | +88.45% | 11 qtrssince 2019-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 43.8M | $14.7B | 2.3% | $208.27 | +64.20% | 11 qtrssince 2019-Q2 | Decreased 0 |
PFIZER INC | 236.9M | $14B | 2.2% | $27.20 | +68.11% | 11 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 66.2M | $10.5B | 1.7% | $95.40 | +48.89% | 11 qtrssince 2019-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 14.8M | $9.9B | 1.6% | $297.48 | +121.22% | 11 qtrssince 2019-Q2 | Decreased 0 |
AMAZON.COM INC | 2.9M | $9.8B | 1.5% | $98.48 | +71.24% | 11 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL C | 3.1M | $8.9B | 1.4% | $69.79 | +107.65% | 11 qtrssince 2019-Q2 | Increased 51 |
NETFLIX INC | 13.3M | $8B | 1.3% | $37.22 | +64.47% | 11 qtrssince 2019-Q2 | Increased 50 |
PHILIP MORRIS INTERNATIONAL | 80.3M | $7.6B | 1.2% | $57.78 | +34.80% | 11 qtrssince 2019-Q2 | Decreased 0 |
CME GROUP INC | 33.3M | $7.6B | 1.2% | $148.48 | +27.60% | 11 qtrssince 2019-Q2 | Decreased 0 |
BLACKROCK INC | 7.7M | $7.1B | 1.1% | $442.40 | +86.81% | 11 qtrssince 2019-Q2 | Decreased 0 |
CSX CORP | 184.5M | $6.9B | 1.1% | $27.72 | +27.43% | 11 qtrssince 2019-Q2 | Increased 53 |
SHOPIFY INC - CLASS A | 4.5M | $6.2B | 1.0% | $52.06 | +168.59% | 11 qtrssince 2019-Q2 | Increased 46 |
ALPHABET INC-CL A | 2.1M | $6B | 0.9% | $63.46 | +128.64% | 11 qtrssince 2019-Q2 | Increased 45 |
COMCAST CORP-CLASS A | 111.5M | $5.6B | 0.9% | $33.67 | +19.55% | 11 qtrssince 2019-Q2 | Decreased 0 |
ASML HOLDING NV-NY REG SHS | 7M | $5.6B | 0.9% | $196.21 | +288.12% | 11 qtrssince 2019-Q2 | Decreased 0 |
Capital World Investors manages $632.2B across 610 positions as of Q4 2021. Top holdings: TSLA (6.1%), MSFT (5.7%), AVGO (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 31 new positions, 34 exits, 224 increased. Top move: CSX (INCREASED, conviction 53). Portfolio: $632.2B across 610 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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