Capital International Investors
Institutional investor · Portfolio as of Q2 2023
Top Holdings434 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 83.7M | $28.5B | 6.9% | $105.62 | +211.27% | 19 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 22.9M | $19.9B | 4.8% | $23.27 | +258.83% | 19 qtrssince 2018-Q4 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 106.3M | $10.4B | 2.5% | $64.25 | +36.03% | 19 qtrssince 2018-Q4 | Increased 55 |
META PLATFORMS INC-CLASS A | 35.8M | $10.3B | 2.5% | $160.07 | +74.66% | 19 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 80.8M | $9.8B | 2.4% | $96.15 | +23.90% | 19 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 19.4M | $7.6B | 1.8% | $319.89 | +19.28% | 19 qtrssince 2018-Q4 | Increased 54 |
COMCAST CORP-CLASS A | 172M | $7.1B | 1.7% | $31.20 | +13.62% | 19 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 13.5M | $6.5B | 1.6% | $236.70 | +92.01% | 19 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 59.2M | $6.5B | 1.6% | $74.92 | +36.05% | 19 qtrssince 2018-Q4 | Increased 53 |
JPMORGAN CHASE & CO | 41.1M | $6B | 1.4% | $92.84 | +45.02% | 19 qtrssince 2018-Q4 | Increased 50 |
GENERAL ELECTRIC CO COM STOCK | 54.3M | $6B | 1.4% | $62.02 | +36.67% | 4 qtrssince 2022-Q3 | Increased 50 |
TRANSDIGM GROUP INC | 6.6M | $5.9B | 1.4% | $301.33 | +151.37% | 19 qtrssince 2018-Q4 | Increased 50 |
ABBVIE INC | 43.2M | $5.8B | 1.4% | $120.76 | -0.51% | 19 qtrssince 2018-Q4 | Increased 51 |
NORTHROP GRUMMAN CORP | 12.2M | $5.6B | 1.3% | $254.26 | +70.13% | 19 qtrssince 2018-Q4 | Increased 51 |
APPLE INC | 27.2M | $5.3B | 1.3% | $126.68 | +50.87% | 19 qtrssince 2018-Q4 | Increased 54 |
NETFLIX INC | 11.2M | $4.9B | 1.2% | $36.02 | +18.88% | 19 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 20.5M | $4.9B | 1.2% | $160.40 | +44.44% | 19 qtrssince 2018-Q4 | Increased 60 |
JOHNSON & JOHNSON | 27.8M | $4.6B | 1.1% | $126.78 | +19.90% | 19 qtrssince 2018-Q4 | Increased 73 |
AMAZON.COM INC | 34.7M | $4.5B | 1.1% | $108.16 | +18.25% | 19 qtrssince 2018-Q4 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 45.4M | $4.4B | 1.1% | $67.22 | +36.32% | 14 qtrssince 2020-Q1 | Decreased 0 |
Capital International Investors manages $414.4B across 434 positions as of Q2 2023. Top holdings: MSFT (6.9%), AVGO (4.8%), PM (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 27 new positions, 29 exits, 209 increased. Top move: JNJ (INCREASED, conviction 73). Portfolio: $414.4B across 434 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