CAPITAL WORLD INVESTORS

LOS ANGELES, CA How do I update this listing?

Capital World Investors is based out of Los Angeles. Their last reported 13F filing for Q4 2019 included $447,391,768,000 in managed 13F securities and a top 10 holdings concentration of 26.28%. Capital World Investors's largest holding is Microsoft Corp. with shares held of 180,557,630. Capital World Investors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 53 13F filings, and 2241 13G filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $447.392 Billion
  • Prior Market Value $415.213 Billion
  • New Purchases32 stocks
  • Additional Purchases234 stocks
  • Sold out of51 stocks
  • Reduced holdings in122 stocks
  • Top 10 Holdings % 26.28 %
  • Turnover % [1]:16.12%
  • Turnover Alt % [2]: 8.32 %
  • Time Held Top20:13.05 quarters
  • Time Held Top10:9.80 quarters
  • Time Held All:17.63 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 5.98%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Managers

Subsidiaries/Managers included in latest 13F
Name
CAPITAL GROUP COMPANIES INC
CAPITAL RESEARCH MANAGEMENT CO

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WhaleScore history for CAPITAL WORLD INVESTORS

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