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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 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)

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

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2024-09-30

Analysis

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

Portfolio Performance