Focused Investors

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
WMT Wal-Mart Stores 7.42 2404800 78.69 77.66
AXP American Express Company 7.20 2023800 90.73 86.22
PEP Pepsi 6.19 1903300 82.94 85.55
MSFT Microsoft Corporation 6.06 4131100 37.41 40.01
MCD McDonald's Corporation 5.91 1552600 97.03 100.25
IBM International Business Machines 5.57 +8.00% 756650 187.57 190.01
CVS CVS Caremark Corporation 5.31 1893200 71.57 73.74
JNJ Johnson & Johnson 4.90 1363700 91.59 98.96
KO Coca-Cola Company 4.70 2901600 41.31 40.72
TGT Target Corporation 4.55 1835100 63.27 60.00
WLP WellPoint 4.08 1126100 92.39 92.00
WFC Wells Fargo & Company 4.07 2287100 45.40 48.93
JPM JPMorgan Chase & Co. 4.02 1750600 58.48 55.22
GS Goldman Sachs 3.97 571350 177.26 157.44
MMM 3M Company 3.70 672800 140.25 137.73
DEO Diageo 3.21 618600 132.42 123.81
UNH UnitedHealth 3.18 1075800 75.30 75.78
PG Procter & Gamble Company 2.94 921700 81.41 81.76
BDX Becton, Dickinson and 2.84 654300 110.49 113.16
MS Morgan Stanley 2.82 2295000 31.36 30.76
AET Aetna 2.55 947700 68.59 67.77
ZMH Zimmer Holdings 2.44 667100 93.19 90.99
PFE Pfizer 2.35 1960200 30.63 30.25

Past 13F-HR SEC Filings for Focused Investors

View All Filings for Focused Investors