Latest statistics and disclosures from Focused Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WMT, AXP, PEP, MSFT, MCD. These five stock positions account for 32.79% of Focused Investors's total stock portfolio.
- Added to shares of these 8 stocks: IBM (+$10.80M), WFC, TGT, CVS, JNJ, AET, MMM, DEO.
- Reduced shares in these 10 stocks: JPM, PFE, PEP, WMT, MSFT, KO, MCD, BDX, AXP, WLP.
- As of Dec. 31, 2013, Focused Investors has $2.55B in assets under management (AUM). Assets under management grew from a total value of $2.33B to $2.55B.
- Independent of market fluctuations, Focused Investors was a net buyer by $8.32M worth of stocks in the most recent quarter.
Focused Investors portfolio companies for December 2013 quarter
|Ticker||Name||Portfolio Weight||Change||Share Count||Price||Last Trade|
|AXP||American Express Company||7.20||2023800||90.73||87.13|
|IBM||International Business Machines||5.57||+8.00%||756650||187.57||190.98|
|CVS||CVS Caremark Corporation||5.31||1893200||71.57||73.39|
|JNJ||Johnson & Johnson||4.90||1363700||91.59||99.85|
|WFC||Wells Fargo & Company||4.07||2287100||45.40||49.47|
|JPM||JPMorgan Chase & Co.||4.02||1750600||58.48||56.00|
|PG||Procter & Gamble Company||2.94||921700||81.41||79.94|
|BDX||Becton, Dickinson and||2.84||654300||110.49||113.90|
Past 13F-HR SEC Filings for Focused Investors
- Focused Investors 2013 Q3 - filed Nov. 6, 2013
- Focused Investors 2013 Q2 - filed Aug. 9, 2013
- Focused Investors 2013 Q1 - filed May 13, 2013
- 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