Capital International Investors
Institutional investor · Portfolio as of Q3 2024
Top Holdings438 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 76.8M | $33B | 6.3% | $111.27 | +281.10% | 24 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 188.7M | $32.6B | 6.2% | $156.20 | +9.28% | 24 qtrssince 2018-Q4 | Increased 100 |
META PLATFORMS INC-CLASS A | 29.2M | $16.7B | 3.2% | $166.04 | +240.35% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 85.5M | $14.3B | 2.7% | $101.26 | +62.42% | 24 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 57.4M | $13.4B | 2.6% | $165.64 | +39.50% | 24 qtrssince 2018-Q4 | Increased 58 |
PHILIP MORRIS INTERNATIONAL | 97.5M | $11.8B | 2.3% | $64.87 | +77.62% | 24 qtrssince 2018-Q4 | Increased 55 |
MASTERCARD INC - A | 21.6M | $10.6B | 2.0% | $330.04 | +48.29% | 24 qtrssince 2018-Q4 | Decreased 0 |
GENERAL ELECTRIC CO COM STOCK | 49.1M | $9.3B | 1.8% | $68.88 | +167.19% | 9 qtrssince 2022-Q3 | Decreased 0 |
TRANSDIGM GROUP INC | 6.3M | $8.9B | 1.7% | $301.33 | +312.59% | 24 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 14.7M | $8.6B | 1.7% | $309.09 | +83.02% | 24 qtrssince 2018-Q4 | Increased 56 |
AMAZON.COM INC | 45.3M | $8.4B | 1.6% | $121.34 | +54.91% | 24 qtrssince 2018-Q4 | Increased 51 |
RAYTHEON TECHNOLOGIES CORP | 63.7M | $7.7B | 1.5% | $71.30 | +64.16% | 19 qtrssince 2020-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 65.7M | $7.5B | 1.4% | $79.58 | +37.39% | 24 qtrssince 2018-Q4 | Decreased 0 |
ABBVIE INC | 36.8M | $7.3B | 1.4% | $124.85 | +48.11% | 24 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 33.8M | $7.1B | 1.4% | $98.15 | +107.81% | 24 qtrssince 2018-Q4 | Decreased 0 |
CARRIER GLOBAL CORP | 84.7M | $6.8B | 1.3% | $39.57 | +97.93% | 18 qtrssince 2020-Q2 | Increased 51 |
CONSTELLATION ENERGY - W/I | 25.3M | $6.6B | 1.3% | $86.27 | +195.79% | 11 qtrssince 2022-Q1 | Increased 57 |
VISA INC-CLASS A SHARES | 22.9M | $6.3B | 1.2% | $172.01 | +57.47% | 24 qtrssince 2018-Q4 | Increased 51 |
ELI LILLY & CO | 7.1M | $6.3B | 1.2% | $274.41 | +218.40% | 24 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 46.7M | $5.7B | 1.1% | $119.12 | +1.88% | 16 qtrssince 2020-Q4 | Increased 66 |
Capital International Investors manages $521B across 438 positions as of Q3 2024. Top holdings: MSFT (6.3%), AVGO (6.2%), META (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 23 new positions, 24 exits, 219 increased. Top move: AVGO (INCREASED, conviction 100). Portfolio: $521.0B across 438 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