Capital International Investors
Institutional investor · Portfolio as of Q4 2019
Top Holdings392 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 100M | $15.8B | 5.4% | $96.56 | +54.96% | 5 qtrssince 2018-Q4 | Increased 62 |
BROADCOM INC | 29.5M | $9.3B | 3.2% | $21.60 | +24.87% | 5 qtrssince 2018-Q4 | Increased 63 |
META PLATFORMS INC-CLASS A | 45.2M | $9.3B | 3.2% | $142.53 | +42.42% | 5 qtrssince 2018-Q4 | Increased 59 |
INTEL CORP | 142.5M | $8.5B | 2.9% | $41.10 | +27.95% | 5 qtrssince 2018-Q4 | Increased 55 |
AMAZON.COM INC | 4.3M | $7.9B | 2.7% | $74.43 | +24.06% | 5 qtrssince 2018-Q4 | Increased 55 |
UNITEDHEALTH GROUP INC | 25.8M | $7.6B | 2.6% | $218.64 | +21.88% | 5 qtrssince 2018-Q4 | Increased 57 |
COMCAST CORP-CLASS A | 134M | $6B | 2.0% | $29.15 | +22.11% | 5 qtrssince 2018-Q4 | Increased 69 |
ALPHABET INC-CL C | 4.3M | $5.8B | 2.0% | $51.91 | +27.74% | 5 qtrssince 2018-Q4 | Increased 50 |
NORTHROP GRUMMAN CORP | 16.2M | $5.6B | 1.9% | $245.38 | +28.84% | 5 qtrssince 2018-Q4 | Increased 53 |
CHARTER COMMUNICATIONS INC - CLASS A | 11.3M | $5.5B | 1.9% | $352.11 | +37.20% | 5 qtrssince 2018-Q4 | Increased 52 |
ENBRIDGE INC | 127.7M | $5.1B | 1.7% | $20.74 | +29.49% | 5 qtrssince 2018-Q4 | Increased 55 |
ABBOTT LABORATORIES | 47.3M | $4.1B | 1.4% | $68.41 | +12.13% | 5 qtrssince 2018-Q4 | Increased 52 |
CHEVRON CORP | 32.6M | $3.9B | 1.3% | $80.23 | +12.79% | 5 qtrssince 2018-Q4 | Increased 53 |
VISA INC-CLASS A SHARES | 20.6M | $3.9B | 1.3% | $132.94 | +34.67% | 5 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 27.4M | $3.8B | 1.3% | $82.89 | +41.11% | 5 qtrssince 2018-Q4 | Increased 52 |
HUMANA INC | 10M | $3.7B | 1.2% | $262.86 | +32.73% | 5 qtrssince 2018-Q4 | Increased 50 |
MERCK & CO. INC. | 39.6M | $3.6B | 1.2% | $59.19 | +21.35% | 5 qtrssince 2018-Q4 | Increased 52 |
EOG RESOURCES INC | 43M | $3.6B | 1.2% | $64.01 | -2.68% | 5 qtrssince 2018-Q4 | Increased 57 |
NETFLIX INC | 10.8M | $3.5B | 1.2% | $28.29 | +14.27% | 5 qtrssince 2018-Q4 | Increased 66 |
ELI LILLY & CO | 26.1M | $3.4B | 1.2% | $106.70 | +14.04% | 5 qtrssince 2018-Q4 | Increased 52 |
Capital International Investors manages $294.4B across 392 positions as of Q4 2019. Top holdings: MSFT (5.4%), AVGO (3.2%), META (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 27 new positions, 37 exits, 219 increased. Top move: CMCSA (INCREASED, conviction 69). Portfolio: $294.4B across 392 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