Capital International Investors
Institutional investor · Portfolio as of Q1 2024
Top Holdings432 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 83.6M | $35.2B | 7.1% | $111.27 | +273.25% | 22 qtrssince 2018-Q4 | Increased 62 |
BROADCOM INC | 21M | $27.8B | 5.6% | $26.90 | +382.07% | 22 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 29.5M | $14.3B | 2.9% | $166.04 | +190.72% | 22 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 87.7M | $13.4B | 2.7% | $101.26 | +49.25% | 22 qtrssince 2018-Q4 | Increased 60 |
GENERAL ELECTRIC CO COM STOCK | 59.1M | $10.4B | 2.1% | $68.88 | +100.91% | 7 qtrssince 2022-Q3 | Increased 60 |
MASTERCARD INC - A | 20.9M | $10.1B | 2.0% | $326.44 | +45.85% | 22 qtrssince 2018-Q4 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 102.6M | $9.4B | 1.9% | $64.28 | +32.91% | 22 qtrssince 2018-Q4 | Decreased 0 |
ABBVIE INC | 48.1M | $8.8B | 1.8% | $124.85 | +34.08% | 22 qtrssince 2018-Q4 | Increased 54 |
JPMORGAN CHASE & CO | 42.3M | $8.5B | 1.7% | $98.15 | +95.52% | 22 qtrssince 2018-Q4 | Increased 51 |
TRANSDIGM GROUP INC | 6.6M | $8.1B | 1.6% | $301.33 | +262.22% | 22 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 70.2M | $8B | 1.6% | $79.13 | +36.35% | 22 qtrssince 2018-Q4 | Increased 55 |
AMAZON.COM INC | 42.4M | $7.6B | 1.5% | $116.48 | +54.86% | 22 qtrssince 2018-Q4 | Increased 54 |
RAYTHEON TECHNOLOGIES CORP | 68.4M | $6.7B | 1.4% | $70.55 | +32.04% | 17 qtrssince 2020-Q1 | Increased 53 |
VISA INC-CLASS A SHARES | 23.6M | $6.6B | 1.3% | $170.99 | +60.17% | 22 qtrssince 2018-Q4 | Increased 52 |
APPLE INC | 37.1M | $6.4B | 1.3% | $140.10 | +21.08% | 22 qtrssince 2018-Q4 | Increased 54 |
UNITEDHEALTH GROUP INC | 11.5M | $5.7B | 1.2% | $249.01 | +91.66% | 22 qtrssince 2018-Q4 | Decreased 0 |
NORTHROP GRUMMAN CORP | 11.7M | $5.6B | 1.1% | $265.98 | +74.68% | 22 qtrssince 2018-Q4 | Increased 53 |
ELI LILLY & CO | 7M | $5.4B | 1.1% | $244.97 | +212.21% | 22 qtrssince 2018-Q4 | Increased 53 |
COMCAST CORP-CLASS A | 122.1M | $5.3B | 1.1% | $31.20 | +21.22% | 22 qtrssince 2018-Q4 | Decreased 0 |
CONSTELLATION ENERGY - W/I | 28.4M | $5.3B | 1.1% | $64.17 | +185.02% | 9 qtrssince 2022-Q1 | Increased 51 |
Capital International Investors manages $493.9B across 432 positions as of Q1 2024. Top holdings: MSFT (7.1%), AVGO (5.6%), META (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 20 new positions, 25 exits, 210 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $493.9B across 432 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