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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 Q4 2023 included $406,470,760,857 in managed 13F securities and a top 10 holdings concentration of 29.78%. Capital Research Global Investors's largest holding is Microsoft Corp. with shares held of 78,198,702. Whalewisdom has at least 70 13F filings, and 2689 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 7.23%
AVGO Broadcom Ltd. (Avago 4.89%
AMZN Amazon.com Inc. 3%
META Meta Platforms Inc 2.63%
GE General Electric Co 2.61%

2023-12-31

13F Activity

Market Value $406b, Prior: $363b
New Purchases 19 stocks
Added To 170 stocks
Sold out of 22 stocks
Reduced holdings in 154 stocks
Top 10 Holdings % 29.78%
Turnover %[1] 10.05%
Turnover Alt %[2] 6.66%
Time Held Top 20 12.6 quarters
Time Held Top 10 13.2 quarters
Time Held All 20.59 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance