Latest statistics and disclosures from Focused Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WMT, MCD, PEP, AXP, IBM. These five stock positions account for 33.07% of Focused Investors's total stock portfolio.
- Added to shares of AET (+$43.27M), MSFT (+$8.43M), IBM.
- Started new stock positions in AET.
- Reduced shares in these stocks: NKE (-$19.87M), DEO, PEP, ZMH, BDX, GS, WMT, MCD, KO, AXP.
- As of March 31, 2013, Focused Investors has $2.04B in assets under management (AUM). Assets under management grew from a total value of $1.79B to $2.04B.
- Independent of market fluctuations, Focused Investors was a net buyer by $25.76M worth of stocks in the most recent quarter.
Focused Investors portfolio companies for quarter ending March 2013
|Ticker||Name||Portfolio Weight||Change||Share Count||Price||Last Trade|
|AXP||American Express Company||6.08||1836400||67.46||74.76|
|IBM||International Business Machines||5.37||512650||213.30||205.07|
|JNJ||Johnson & Johnson||4.94||1233900||81.53||86.21|
|CVS||CVS Caremark Corporation||4.59||1701200||54.99||59.57|
|WFC||Wells Fargo & Company||3.77||2076300||36.99||40.86|
|JPM||JPMorgan Chase & Co.||3.73||1600400||47.46||53.94|
|PG||Procter & Gamble Company||3.17||836400||77.06||78.86|
|BDX||Becton, Dickinson and||2.78||591700||95.61||99.78|
Past 13F-HR SEC Filings for Focused Investors
- Focused Investors 2012 Q4 - filed Jan. 31, 2013
- Focused Investors 2012 Q3 - filed Oct. 29, 2012
- Focused Investors 2012 Q2 - filed July 23, 2012
- Focused Investors 2012 Q1 - filed April 25, 2012
- Focused Investors 2011 Q4 - filed Jan. 30, 2012
- Focused Investors 2011 Q3 - filed Oct. 28, 2011
- Focused Investors 2011 Q2 - filed July 18, 2011
- Focused Investors 2011 Q1 - filed May 10, 2011