Capital World Investors
Institutional investor · Portfolio as of Q4 2022
Top Holdings539 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 91.7M | $22B | 4.7% | $127.83 | +83.23% | 15 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 29.4M | $16.4B | 3.5% | $24.62 | +117.11% | 15 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 30.7M | $16.3B | 3.5% | $230.77 | +117.49% | 15 qtrssince 2019-Q2 | Decreased 0 |
PFIZER INC | 256.1M | $13.1B | 2.8% | $29.24 | +40.11% | 15 qtrssince 2019-Q2 | Increased 56 |
HOME DEPOT INC | 39.2M | $12.4B | 2.6% | $196.92 | +48.62% | 15 qtrssince 2019-Q2 | Decreased 0 |
ELI LILLY & CO | 28.2M | $10.3B | 2.2% | $223.81 | +58.85% | 15 qtrssince 2019-Q2 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 99.7M | $10.1B | 2.2% | $63.32 | +39.24% | 15 qtrssince 2019-Q2 | Increased 64 |
CANADIAN NATURAL RESOURCES | 150.8M | $8.4B | 1.8% | $15.37 | +60.17% | 15 qtrssince 2019-Q2 | Increased 54 |
THERMO FISHER SCIENTIFIC INC | 13.5M | $7.5B | 1.6% | $298.52 | +82.83% | 15 qtrssince 2019-Q2 | Increased 50 |
JPMORGAN CHASE & CO | 53.1M | $7.1B | 1.5% | $102.98 | +20.40% | 15 qtrssince 2019-Q2 | Increased 65 |
CATERPILLAR INC | 29.1M | $7B | 1.5% | $186.91 | +21.04% | 15 qtrssince 2019-Q2 | Increased 50 |
TESLA INC | 48.4M | $6B | 1.3% | $216.90 | -43.21% | 15 qtrssince 2019-Q2 | Decreased 0 |
GILEAD SCIENCES INC | 68.9M | $5.9B | 1.3% | $60.25 | +28.21% | 15 qtrssince 2019-Q2 | Increased 59 |
LOCKHEED MARTIN CORP | 10.9M | $5.3B | 1.1% | $322.12 | +39.19% | 15 qtrssince 2019-Q2 | Decreased 0 |
CVS HEALTH CORPORATION | 56.5M | $5.3B | 1.1% | $63.61 | +27.65% | 14 qtrssince 2019-Q3 | Decreased 0 |
TARGET CORP | 31.8M | $4.7B | 1.0% | $128.27 | +1.88% | 13 qtrssince 2019-Q4 | Increased 78 |
REGENERON PHARMACEUTICALS | 6.2M | $4.5B | 1.0% | $370.19 | +93.82% | 15 qtrssince 2019-Q2 | Increased 45 |
PIONEER NATURAL RESOURCE | 19.1M | $4.4B | 0.9% | — | — | 15 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL C | 47.6M | $4.2B | 0.9% | $95.98 | -8.25% | 15 qtrssince 2019-Q2 | Decreased 0 |
| 12.7M | $4.1B | 0.9% | $238.92 | +98.53% | 15 qtrssince 2019-Q2 | Increased 46 |
Capital World Investors manages $469.1B across 539 positions as of Q4 2022. Top holdings: MSFT (4.7%), AVGO (3.5%), UNH (3.5%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 26 new positions, 35 exits, 211 increased. Top move: TGT (INCREASED, conviction 78). Portfolio: $469.1B across 539 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