Capital International Investors
Institutional investor · Portfolio as of Q4 2023
Top Holdings438 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 82.7M | $31.1B | 7.0% | $108.17 | +242.53% | 21 qtrssince 2018-Q4 | Increased 62 |
BROADCOM INC | 23.3M | $26B | 5.8% | $26.98 | +304.64% | 21 qtrssince 2018-Q4 | Increased 65 |
META PLATFORMS INC-CLASS A | 34.7M | $12.3B | 2.8% | $166.04 | +111.69% | 21 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC-CL C | 80.2M | $11.3B | 2.5% | $96.62 | +44.78% | 21 qtrssince 2018-Q4 | Increased 55 |
PHILIP MORRIS INTERNATIONAL | 102.6M | $9.7B | 2.2% | $64.28 | +34.61% | 21 qtrssince 2018-Q4 | Increased 55 |
MASTERCARD INC - A | 21M | $9B | 2.0% | $326.44 | +28.97% | 21 qtrssince 2018-Q4 | Increased 57 |
ABBOTT LABORATORIES | 64.3M | $7.1B | 1.6% | $76.49 | +35.93% | 21 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 41.5M | $7.1B | 1.6% | $96.39 | +68.03% | 21 qtrssince 2018-Q4 | Increased 53 |
ABBVIE INC | 45M | $7B | 1.6% | $121.91 | +15.75% | 21 qtrssince 2018-Q4 | Increased 53 |
GENERAL ELECTRIC CO COM STOCK | 53.8M | $6.9B | 1.5% | $62.02 | +62.25% | 6 qtrssince 2022-Q3 | Decreased 0 |
APPLE INC | 34.7M | $6.7B | 1.5% | $137.99 | +37.84% | 21 qtrssince 2018-Q4 | Increased 56 |
TRANSDIGM GROUP INC | 6.6M | $6.6B | 1.5% | $301.33 | +197.51% | 21 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 11.9M | $6.2B | 1.4% | $249.01 | +103.17% | 21 qtrssince 2018-Q4 | Increased 53 |
AMAZON.COM INC | 39.4M | $6B | 1.3% | $111.73 | +35.99% | 21 qtrssince 2018-Q4 | Increased 53 |
VISA INC-CLASS A SHARES | 22.9M | $6B | 1.3% | $168.18 | +51.64% | 21 qtrssince 2018-Q4 | Increased 52 |
RAYTHEON TECHNOLOGIES CORP | 65.2M | $5.5B | 1.2% | $69.45 | +14.95% | 16 qtrssince 2020-Q1 | Increased 60 |
COMCAST CORP-CLASS A | 123.7M | $5.4B | 1.2% | $31.20 | +21.79% | 21 qtrssince 2018-Q4 | Decreased 0 |
NORTHROP GRUMMAN CORP | 11.1M | $5.2B | 1.2% | $254.89 | +77.55% | 21 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 96.6M | $4.9B | 1.1% | $39.89 | +24.32% | 21 qtrssince 2018-Q4 | Increased 50 |
CARRIER GLOBAL CORP | 81.1M | $4.7B | 1.0% | $38.11 | +45.77% | 15 qtrssince 2020-Q2 | Increased 50 |
Capital International Investors manages $446.1B across 438 positions as of Q4 2023. Top holdings: MSFT (7.0%), AVGO (5.8%), META (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 24 new positions, 20 exits, 195 increased. Top move: AVGO (INCREASED, conviction 65). Portfolio: $446.1B 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