Capital World Investors

Q4 2021 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
12/31/2021
Date filed
2/14/2022
Form type
13F-HR
Num holdings
610
Total value ($000)
$632,210
Net value change ($000)
+46,355 (7.9%)
New positions
34
Sold out positions
35
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/15/2021 Next filing: 5/19/2022 SEC filing

Snapshot: Change Analysis

Compared to Q3 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSLA 9,724 33.5%
AVGO 6,571 35.1%
MSFT 5,115 16.4%
UNH 3,618 27.0%
PFE 3,605 34.7%
HD 3,397 25.4%
CSX 1,683 32.0%
MU 1,499 142.1%
AVGO 1,457 NEW
TMO 1,403 16.5%
Top Reduces (Value $000, Stocks/ETFs)
PYPL -4,547 -63.3%
HON -2,205 -52.0%
SE -2,170 -37.6%
MELI -2,159 -55.4%
JPM -1,683 -13.8%
EMR -1,307 -56.2%
LYB -1,185 -54.9%
C -1,113 -43.2%
SNAP -1,092 -44.2%
MA -1,089 -71.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type