Equal-WT
WhaleScore 2.0
?
Capital Research Global Investors is based out of Los Angeles. Their last reported 13F filing for Q3 2024 included $481,142,912,639 in managed 13F securities
and a top 10 holdings concentration of 31.74%. Capital Research Global Investors's largest holding is Microsoft Corporation with shares held of 76,425,443. Whalewisdom has at least 73 13F filings, and 2768 13G filings

2024-09-30
Top Buys (13F)
Name | % Change |
---|---|
LVS Las Vegas Sands Corp | 0.35% |
PNC PNC Financial Servic | 0.29% |
AAPL Apple Inc | 0.27% |
UNH UnitedHealth Group I | 0.22% |
GEHC GE HealthCare Techno | 0.21% |

2024-09-30
Top Sells (13F)
Name | % Change |
---|---|
MSFT Microsoft Corporatio | 0.76% |
AVGO Broadcom Inc | 0.57% |
NVDA NVIDIA Corp | 0.45% |
CVS CVS Health Corp | 0.39% |
AMZN Amazon.com Inc | 0.35% |

2024-09-30
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corporatio | 6.83% |
META Meta Platforms Inc | 4.45% |
AMZN Amazon.com Inc | 3.59% |
AAPL Apple Inc | 3.46% |
AVGO Broadcom Inc | 3.32% |

2024-09-30
13F Activity
Market Value | $481b, Prior: $456b |
Inflows (Outflows) as % of Total MV | (-1.7374)% |
New Purchases | 35 stocks |
Added To | 183 stocks |
Sold out of | 34 stocks |
Reduced holdings in | 132 stocks |
Top 10 Holdings % | 31.74% |
Turnover %[1] | 15.37% |
Turnover Alt %[2] | 5.03% |
Time Held Top 20 | 14.6 quarters |
Time Held Top 10 | 13.4 quarters |
Time Held All | 20.26 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2024-09-30
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30