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FOCUSED INVESTORS LLC

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LOS ANGELES CA Investment Advisor
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 ?

Focused Investors is based out of Los Angeles. Focused Investors is a large advisory firm with 3 clients and discretionary assets under management (AUM) of $3,182,911,715 (Form ADV from 2023-03-08). Their last reported 13F filing for Q4 2023 included $3,089,188,590 in managed 13F securities and a top 10 holdings concentration of 57.79%. Focused Investors's largest holding is Elevance Health Inc with shares held of 460,550. Whalewisdom has at least 65 13F filings

2023-12-31

Top Buys (13F)

Name % Change
DIS Walt Disney Co. (The 3.08%
CI Cigna Holding Co 0.54%
ORCL Oracle Corp -0.08%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
ELV Elevance Health Inc 7.03%
MSFT Microsoft Corp. 6.86%
UNH UnitedHealth Group I 6.82%
JNJ Johnson & Johnson Co 6.61%
CI Cigna Holding Co 5.82%

2023-12-31

13F Activity

Market Value $3.09b, Prior: $2.81b
New Purchases 1 stocks
Added To 2 stocks
Sold out of 1 stocks
Reduced holdings in 20 stocks
Top 10 Holdings % 57.79%
Turnover %[1] 8.7%
Turnover Alt %[2] 3.66%
Time Held Top 20 28.65 quarters
Time Held Top 10 20.9 quarters
Time Held All 35.52 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