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CAPITAL RESEARCH GLOBAL INVESTORS

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LOS ANGELES CA
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Capital Research Global Investors is based out of Los Angeles. Their last reported 13F filing for Q1 2024 included $441,983,431,716 in managed 13F securities and a top 10 holdings concentration of 32.32%. Capital Research Global Investors's largest holding is Microsoft Corp. with shares held of 78,207,088. Whalewisdom has at least 71 13F filings, and 2692 13G filings

2024-03-31

Top Buys (13F)

2024-03-31

Top Sells (13F)

2024-03-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 7.44%
AVGO Broadcom Ltd. (Avago 5.23%
META Meta Platforms Inc 3.8%
AMZN Amazon.com Inc. 3.55%
GE General Electric Co 3.13%

2024-03-31

13F Activity

Market Value $442b, Prior: $406b
Inflows (Outflows) as % of Total MV (-1.2366)%
New Purchases 27 stocks
Added To 174 stocks
Sold out of 25 stocks
Reduced holdings in 155 stocks
Top 10 Holdings % 32.32%
Turnover %[1] 11.95%
Turnover Alt %[2] 5.81%
Time Held Top 20 13.25 quarters
Time Held Top 10 14.1 quarters
Time Held All 20.72 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.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance