Equal-WT
WhaleScore 2.0
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Capital World Investors is based out of Los Angeles. Their last reported 13F filing for Q1 2025 included $617,204,460,996 in managed 13F securities
and a top 10 holdings concentration of 28.0%. Capital World Investors's largest holding is Broadcom Inc with shares held of 155,100,449. Whalewisdom has at least 75 13F filings, 6 13D filings, 2972 13G filings, and 15 Form 4 filings
2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| PM Philip Morris Intern | 1.08% |
| AMGN Amgen, Inc | 0.59% |
| VRTX Vertex Pharmaceutica | 0.51% |
| SBUX Starbucks Corp | 0.42% |
| CVS CVS Health Corp | 0.33% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| AVGO Broadcom Inc | 2.73% |
| TSLA Tesla Inc | 0.84% |
| CAT Caterpillar Inc | 0.47% |
| NVDA NVIDIA Corp | 0.42% |
| TGT Target Corp | 0.36% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| AVGO Broadcom Inc | 4.21% |
| MSFT Microsoft Corporatio | 4.04% |
| META Meta Platforms Inc | 3.56% |
| PM Philip Morris Intern | 3.32% |
| LLY Lilly(Eli) & Co | 2.46% |
2025-03-31
13F Activity
| Market Value | $0.62t, Prior: $0.66t |
| Inflows (Outflows) as % of Total MV | (-2.4508)% |
| New Purchases | 44 stocks |
| Added To | 258 stocks |
| Sold out of | 35 stocks |
| Reduced holdings in | 162 stocks |
| Top 10 Holdings % | 28% |
| Turnover %[1] | 13.46% |
| Turnover Alt %[2] | 7.19% |
| Time Held Top 20 | 13.7 quarters |
| Time Held Top 10 | 15 quarters |
| Time Held All | 20.16 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.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31