M&G Plc
Institutional investor · Portfolio as of Q3 2024
Top Holdings409 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
FERGUSON ENTERPRISES INC | 225,697 | $4.4B | 16.0% | $197.58 | 0.00% | 1 qtr | New 98 |
| 5.9B | $2.9B | 10.5% | — | — | — | Increased 100 | |
| 1.8M | $2B | 7.3% | — | — | 3 qtrssince 2024-Q1 | Increased 65 | |
BURFORD CAPITAL LIMITED | 1M | $1.3B | 4.8% | $15.75 | -14.73% | 3 qtrssince 2024-Q1 | Decreased 0 |
MICROSOFT CORP | 1.8M | $767.1M | 2.8% | $415.38 | +2.09% | 3 qtrssince 2024-Q1 | Increased 55 |
Amcor PLC | 49.9M | $549.3M | 2.0% | $46.90 | +16.38% | 3 qtrssince 2024-Q1 | Increased 53 |
BROADCOM INC | 3.1M | $535.1M | 1.9% | $166.14 | +2.74% | 3 qtrssince 2024-Q1 | Increased 80 |
METHANEX CORP | 12.9M | $527.5M | 1.9% | $43.22 | -5.92% | 3 qtrssince 2024-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 9.2M | $477.6M | 1.7% | $46.35 | +2.26% | 3 qtrssince 2024-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 721,339 | $412.6M | 1.5% | $496.52 | +13.82% | 3 qtrssince 2024-Q1 | Increased 56 |
ALPHABET INC-CL A | 2.4M | $390.8M | 1.4% | $151.21 | +7.88% | 3 qtrssince 2024-Q1 | Increased 55 |
NEXTERA ENERGY INC | 4.3M | $363.5M | 1.3% | — | — | — | — |
V F CORP | 15M | $299.5M | 1.1% | $14.68 | +29.78% | 3 qtrssince 2024-Q1 | Increased 49 |
UNITEDHEALTH GROUP INC | 506,684 | $296.4M | 1.1% | $480.20 | +17.80% | 3 qtrssince 2024-Q1 | Increased 50 |
CRH PLC | 30,714 | $280.1M | 1.0% | $73.84 | +23.86% | 2 qtrssince 2024-Q2 | Decreased 0 |
CROWN CASTLE INTL CORP | 2.2M | $259.4M | 0.9% | $96.16 | +13.50% | 3 qtrssince 2024-Q1 | Increased 44 |
LOWE'S COS INC | 937,889 | $254.2M | 0.9% | $239.42 | +8.75% | 3 qtrssince 2024-Q1 | Decreased 0 |
ANTHEM INC | 473,088 | $246M | 0.9% | $505.46 | +1.28% | 3 qtrssince 2024-Q1 | Increased 50 |
MEDTRONIC PLC | 2.7M | $244.2M | 0.9% | $82.98 | +4.22% | 3 qtrssince 2024-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 870,805 | $239.5M | 0.9% | $273.75 | -1.05% | 3 qtrssince 2024-Q1 | Increased 45 |
M&G Plc manages $27.7B across 409 positions as of Q3 2024. Top holdings: FERG (16.0%), INTERDIGITAL INC (10.5%), DECL (7.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 51 new positions, 35 exits, 157 increased. Top move: FERG (NEW, conviction 98). Portfolio: $27.7B across 409 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