Equal-WT
WhaleScore 2.0
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Capital Research Global Investors is based out of Los Angeles. Their last reported 13F filing for Q4 2024 included $486,376,918,542 in managed 13F securities
and a top 10 holdings concentration of 32.9%. Capital Research Global Investors's largest holding is Microsoft Corporation with shares held of 75,180,804. Whalewisdom has at least 74 13F filings, and 2814 13G filings
2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| GOOGL Alphabet Inc. Class | 0.67% |
| BA Boeing Co. | 0.59% |
| UBER Uber Technologies In | 0.43% |
| AAPL Apple Inc | 0.26% |
| MS Morgan Stanley | 0.24% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| TXN Texas Instruments, I | 0.66% |
| GE GE Aerospace | 0.62% |
| URI United Rentals, Inc | 0.61% |
| CARR Carrier Global Corp | 0.53% |
| CE Celanese Corp | 0.38% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corporatio | 6.52% |
| META Meta Platforms Inc | 4.44% |
| AVGO Broadcom Inc | 4.27% |
| AMZN Amazon.com Inc | 4.01% |
| AAPL Apple Inc | 3.72% |
2024-12-31
13F Activity
| Market Value | $486b, Prior: $481b |
| Inflows (Outflows) as % of Total MV | +0.4017% |
| New Purchases | 51 stocks |
| Added To | 190 stocks |
| Sold out of | 28 stocks |
| Reduced holdings in | 159 stocks |
| Top 10 Holdings % | 32.9% |
| Turnover %[1] | 16.95% |
| Turnover Alt %[2] | 8.28% |
| Time Held Top 20 | 14.45 quarters |
| Time Held Top 10 | 13.5 quarters |
| Time Held All | 19.48 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.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31