Capital International Investors
Institutional investor · Portfolio as of Q4 2022
Top Holdings426 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 83.8M | $20.1B | 5.4% | $103.16 | +127.05% | 17 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 30.2M | $16.9B | 4.5% | $23.27 | +129.71% | 17 qtrssince 2018-Q4 | Increased 59 |
PHILIP MORRIS INTERNATIONAL | 100.6M | $10.2B | 2.7% | $63.04 | +39.86% | 17 qtrssince 2018-Q4 | Increased 66 |
UNITEDHEALTH GROUP INC | 16.5M | $8.7B | 2.3% | $236.70 | +112.04% | 17 qtrssince 2018-Q4 | Decreased 0 |
ABBVIE INC | 47.1M | $7.6B | 2.0% | $120.77 | +17.13% | 17 qtrssince 2018-Q4 | Increased 56 |
COMCAST CORP-CLASS A | 203M | $7.1B | 1.9% | $31.20 | -5.64% | 17 qtrssince 2018-Q4 | Decreased 0 |
NORTHROP GRUMMAN CORP | 11.8M | $6.4B | 1.7% | $248.16 | +109.10% | 17 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 70.7M | $6.3B | 1.7% | $95.20 | -7.49% | 17 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 17.5M | $6.1B | 1.6% | $314.26 | +8.56% | 17 qtrssince 2018-Q4 | Increased 52 |
ABBOTT LABORATORIES | 53M | $5.8B | 1.6% | $72.28 | +40.67% | 17 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 42.7M | $5.7B | 1.5% | $92.80 | +33.61% | 17 qtrssince 2018-Q4 | Increased 54 |
RAYTHEON TECHNOLOGIES CORP | 52.5M | $5.3B | 1.4% | $67.22 | +38.82% | 12 qtrssince 2020-Q1 | Increased 55 |
META PLATFORMS INC-CLASS A | 42M | $5.1B | 1.4% | $160.07 | -25.34% | 17 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 14.9M | $4.4B | 1.2% | $36.02 | -18.13% | 17 qtrssince 2018-Q4 | Increased 52 |
CHUBB LTD | 19.5M | $4.3B | 1.2% | $118.44 | +78.46% | 17 qtrssince 2018-Q4 | Decreased 0 |
TRANSDIGM GROUP INC | 6.6M | $4.1B | 1.1% | $300.00 | +79.41% | 17 qtrssince 2018-Q4 | Increased 50 |
CONOCOPHILLIPS | 34.7M | $4.1B | 1.1% | $37.53 | +185.13% | 17 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORP | 21.7M | $3.9B | 1.0% | $76.19 | +103.81% | 17 qtrssince 2018-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 52.7M | $3.8B | 1.0% | $63.45 | -1.87% | 4 qtrssince 2022-Q1 | Increased 50 |
AMAZON.COM INC | 43.4M | $3.6B | 1.0% | $108.20 | -22.36% | 17 qtrssince 2018-Q4 | Decreased 0 |
Capital International Investors manages $372.5B across 426 positions as of Q4 2022. Top holdings: MSFT (5.4%), AVGO (4.5%), PM (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 21 new positions, 29 exits, 196 increased. Top move: PM (INCREASED, conviction 66). Portfolio: $372.5B across 426 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