Capital International Investors
Institutional investor · Portfolio as of Q1 2023
Top Holdings437 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 85M | $24.5B | 6.3% | $105.62 | +163.32% | 18 qtrssince 2018-Q4 | Increased 63 |
BROADCOM INC | 27.6M | $17.7B | 4.6% | $23.21 | +165.18% | 18 qtrssince 2018-Q4 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 105.2M | $10.2B | 2.6% | $64.01 | +33.26% | 18 qtrssince 2018-Q4 | Increased 57 |
ALPHABET INC-CL C | 85.7M | $8.9B | 2.3% | $96.15 | +4.60% | 18 qtrssince 2018-Q4 | Increased 66 |
META PLATFORMS INC-CLASS A | 37.9M | $8B | 2.1% | $160.07 | +28.94% | 18 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 187.4M | $7.1B | 1.8% | $31.20 | +1.02% | 18 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 14.8M | $7B | 1.8% | $236.70 | +88.67% | 18 qtrssince 2018-Q4 | Decreased 0 |
ABBVIE INC | 42.7M | $6.8B | 1.8% | $120.77 | +16.60% | 18 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 18.1M | $6.6B | 1.7% | $315.67 | +11.84% | 18 qtrssince 2018-Q4 | Increased 52 |
ABBOTT LABORATORIES | 56.4M | $5.7B | 1.5% | $73.61 | +27.98% | 18 qtrssince 2018-Q4 | Increased 54 |
NORTHROP GRUMMAN CORP | 12M | $5.6B | 1.4% | $252.00 | +74.61% | 18 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 41M | $5.3B | 1.4% | $92.80 | +29.23% | 18 qtrssince 2018-Q4 | Decreased 0 |
GENERAL ELECTRIC CO COM STOCK | 54.1M | $5.2B | 1.3% | $61.95 | +19.43% | 3 qtrssince 2022-Q3 | Increased 81 |
TRANSDIGM GROUP INC | 6.6M | $4.8B | 1.2% | $300.34 | +109.15% | 18 qtrssince 2018-Q4 | Increased 50 |
RAYTHEON TECHNOLOGIES CORP | 46M | $4.5B | 1.2% | $67.22 | +35.45% | 13 qtrssince 2020-Q1 | Decreased 0 |
AMAZON.COM INC | 43.6M | $4.5B | 1.2% | $108.16 | -5.70% | 18 qtrssince 2018-Q4 | Increased 50 |
NETFLIX INC | 12.4M | $4.3B | 1.1% | $36.02 | -6.05% | 18 qtrssince 2018-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 61.4M | $4.3B | 1.1% | $61.36 | -3.57% | 5 qtrssince 2022-Q1 | Increased 58 |
APPLE INC | 25.3M | $4.2B | 1.1% | $121.89 | +33.12% | 18 qtrssince 2018-Q4 | Increased 52 |
LINDE PLC | 11.4M | $4B | 1.0% | $339.28 | 0.00% | 1 qtr | New 73 |
Capital International Investors manages $388.7B across 437 positions as of Q1 2023. Top holdings: MSFT (6.3%), AVGO (4.6%), PM (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 31 new positions, 20 exits, 198 increased. Top move: GE (INCREASED, conviction 81). Portfolio: $388.7B across 437 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