Pricing

CAPITAL WORLD INVESTORS

3 followers · 1 like
LOS ANGELES CA
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Capital World Investors is based out of Los Angeles. Their last reported 13F filing for Q1 2024 included $604,232,754,527 in managed 13F securities and a top 10 holdings concentration of 29.38%. Capital World Investors's largest holding is Microsoft Corp. with shares held of 82,589,226. Whalewisdom has at least 71 13F filings, 6 13D filings, 2839 13G filings, and 13 Form 4 filings

2024-03-31

Top Buys (13F)

2024-03-31

Top Sells (13F)

Name % Change
TSLA Tesla Inc 0.68%
BA Boeing Company 0.45%
TEL TE Connectivity Ltd 0.39%
UNH UnitedHealth Group I 0.38%
PFE Pfizer, Inc. 0.37%

2024-03-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 5.75%
AVGO Broadcom Ltd. (Avago 5.69%
LLY Lilly (Eli) & Co. 3.16%
META Meta Platforms Inc 3.08%
HD Home Depot, Inc. (Th 2.39%

2024-03-31

13F Activity

Market Value $0.60t, Prior: $0.60t
Inflows (Outflows) as % of Total MV (-2.1392)%
New Purchases 29 stocks
Added To 203 stocks
Sold out of 19 stocks
Reduced holdings in 159 stocks
Top 10 Holdings % 29.38%
Turnover %[1] 8.96%
Turnover Alt %[2] 5.9%
Time Held Top 20 15.7 quarters
Time Held Top 10 18 quarters
Time Held All 21.14 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