Capital World Investors
Institutional investor · Portfolio as of Q4 2023
Top Holdings507 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 90.5M | $34B | 6.1% | $139.20 | +166.17% | 19 qtrssince 2019-Q2 | Increased 63 |
BROADCOM INC | 27.9M | $31.1B | 5.5% | $26.50 | +310.47% | 19 qtrssince 2019-Q2 | Decreased 0 |
ELI LILLY & CO | 26.9M | $15.7B | 2.8% | $224.97 | +154.29% | 19 qtrssince 2019-Q2 | Increased 55 |
UNITEDHEALTH GROUP INC | 28.9M | $15.2B | 2.7% | $230.86 | +119.14% | 19 qtrssince 2019-Q2 | Increased 54 |
META PLATFORMS INC-CLASS A | 38.1M | $13.5B | 2.4% | $214.61 | +63.78% | 19 qtrssince 2019-Q2 | Increased 56 |
HOME DEPOT INC | 38.4M | $13.3B | 2.4% | $197.54 | +67.07% | 19 qtrssince 2019-Q2 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 109.6M | $10.3B | 1.8% | $66.71 | +29.71% | 19 qtrssince 2019-Q2 | Decreased 0 |
TESLA INC | 41M | $10.2B | 1.8% | $216.90 | +14.56% | 19 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN NATURAL RESOURCES | 143.7M | $9.4B | 1.7% | $15.37 | +98.17% | 19 qtrssince 2019-Q2 | Decreased 0 |
VERTEX PHARMACEUTICALS INC | 21.8M | $8.9B | 1.6% | $266.40 | +52.74% | 19 qtrssince 2019-Q2 | Increased 60 |
CATERPILLAR INC | 29M | $8.6B | 1.5% | $187.61 | +51.88% | 19 qtrssince 2019-Q2 | Increased 50 |
GILEAD SCIENCES INC | 83.4M | $6.8B | 1.2% | $62.40 | +21.33% | 19 qtrssince 2019-Q2 | Increased 51 |
THERMO FISHER SCIENTIFIC INC | 12.3M | $6.5B | 1.2% | $298.52 | +76.70% | 19 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL C | 44.8M | $6.3B | 1.1% | $96.40 | +45.10% | 19 qtrssince 2019-Q2 | Decreased 0 |
BOOKING HOLDINGS INC | 1.7M | $6.1B | 1.1% | $81.69 | +70.08% | 19 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 34.3M | $5.8B | 1.0% | $102.98 | +57.27% | 19 qtrssince 2019-Q2 | Decreased 0 |
NETFLIX INC | 11.7M | $5.7B | 1.0% | $31.95 | +52.41% | 19 qtrssince 2019-Q2 | Increased 50 |
NVIDIA CORP | 11.5M | $5.7B | 1.0% | $32.78 | +50.97% | 10 qtrssince 2021-Q3 | Increased 58 |
SALESFORCE.COM INC | 19.6M | $5.1B | 0.9% | $198.43 | +31.02% | 8 qtrssince 2022-Q1 | Increased 46 |
PFIZER INC | 173.4M | $5B | 0.9% | $29.24 | -17.71% | 19 qtrssince 2019-Q2 | Decreased 0 |
Capital World Investors manages $562.3B across 507 positions as of Q4 2023. Top holdings: MSFT (6.1%), AVGO (5.5%), LLY (2.8%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 30 new positions, 34 exits, 213 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $562.3B across 507 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer